Ardea Investment Management

RIASEC Registered

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$347M

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: STATE STREET LTD, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies32.88%
State / Municipal Government26.87%
Pooled Investment Vehicles26.17%
Corporations / Businesses14.07%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ardea Investment Management is an SEC-registered institutional RIA that focuses on portfolio management for pooled investment vehicles and for businesses or institutions. The firm, registered in 2021, serves an institutional client base and operates under a fee model that combines percentage-of-AUM charges with performance-based fees. Ownership is listed as a mix of a foreign entity and an individual. Ardea identifies as an active ESG investor and emphasizes fixed-income strategies rather than acting as a third-party capital allocator.