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 an institutional registered investment adviser that began SEC registration in 2021 and serves institutional clients. Ownership is listed as a combination of a foreign entity and an individual. The firm’s reported advisory focus is portfolio management for pooled investment vehicles and for businesses or institutions. Its fee arrangements include a percentage-of-assets-under-management component and performance-based fees. Ardea identifies as an active ESG investor.