Ardea Investment Management

RIASEC RegisteredEst. 2021

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$572M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney, New South Wales,
CRD number: 312601
Registered since: March 19, 2021
Website: www.ardea.com.au
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL AUSTRALIA BANK LTD, STATE STREET LTD
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses58.65%
Insurance Companies18.17%
State / Municipal Government13.07%
Pooled Investment Vehicles10.1%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ardea Investment Management is a privately held investment adviser that serves institutional clients and focuses its activity on portfolio management for pooled vehicles and for businesses or institutions. The firm is SEC-registered (since 2021) and is owned through a combination of foreign-entity and individual ownership. Fee arrangements include both a percentage-of-assets model and performance-based fees, and the firm reports being an active ESG investor. Strategically, Ardea leans toward fixed-income management rather than equity-centric strategies. Its regulatory filings and asset mix point to a concentration in sovereign debt, and the firm operates more as a specialist allocator/manager for institutions than as a broad retail RIA. It does not position itself as a pension consultant or multi-state retail adviser.