Ausbil Investment Management Limited
Firm details
- Headquarters
- Sydney,
- CRD number
- 289468
- Registered since
- May 15, 2020
- Website
- www.ausbil.com.au
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other55.73%
- Pooled Investment Vehicles32.13%
- Sovereign Wealth Funds10.3%
- Other Investment Advisers1.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ausbil Investment Management Limited is a corporate, institutional RIA that manages investment mandates for institutional clients. The firm is registered with the SEC (registered in 2020) and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and for business or institutional mandates. Ausbil identifies as a domestic entity/individual-owned organization and does not position itself as a capital allocator or an ESG-focused investor. The firm maintains a number of industry relationships and operational roles beyond pure advisory: it is affiliated with broker-dealers and other investment advisers, is involved as a sponsor or GP/managing member of pooled investment vehicles, and has connections to CPO/CTA service lines and insurance-company relationships. Those affiliations indicate the firm both advises pooled vehicles and has involvement on the sponsor/structure side of some products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Naim Abou-jaoude
Chief Executive OfficerCRD 6408927

Francis Harte
Chief Financial OfficerCRD 1976402

Mark Knight
Chief Executive OfficerCRD 6839419
Contacts
3 of 4
Morgan Glaser
Director of International BusinessCRD 4461111

Paul Xiradis
Executive ChairmanCRD 6839396

Melissa Kuan
Managing DirectorCRD 3157222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sydney, null
Location
Sydney, null
Headquartered in Sydney, null.
- Address
- Level 27 Grosvenor Pl 225 George St
- Office locations
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