Ausbil Investment Management Limited

RIASEC RegisteredEst. 2020
Total AUM
$14.4B
Discretionary
$13.5B
94% of AUM
Avg account
$293M
Accounts
49
Employees
72
Advisory reps
9

Firm details

Headquarters
Sydney,
CRD number
289468
Registered since
May 15, 2020
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

FINTRX

Overview

Ausbil Investment Management Limited is an institutional-focused asset manager that concentrates on equity strategies and pooled investment vehicles. The firm charges fees as a percentage of assets under management and serves a small number of large institutional clients. Its advisory mandate centers on portfolio management for pooled vehicles and for businesses or institutions, and it maintains relationships that extend into sponsor and manager roles for private structures. Ausbil does not identify as an active ESG investor. Investment activity is heavily equity-oriented: the firm runs sizable separately managed accounts dominated by exchange-traded equities and operates multiple private funds classified as “Other.” Industry affiliations indicate Ausbil works across the institutional value chain—interacting with broker-dealers, other advisers, commodity pool operators/CTAs, insurance companies, and acting as sponsor or general partner for pooled vehicles—suggesting capability to both manage liquid equity mandates and structure less-liquid investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Naim Abou-jaoude

    Naim Abou-jaoude

    Chief Executive OfficerCRD 6408927

  • Tyson Cannizzaro

    Tyson Cannizzaro

    Chief Compliance OfficerCRD 7243793

  • Francis Harte

    Francis Harte

    Chief Financial OfficerCRD 1976402

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Contacts

3 of 4
  • Vasiliki Gemisis

    DirectorCRD 7340552

  • Melissa Kuan

    Melissa Kuan

    Managing DirectorCRD 3157222

  • Paul Xiradis

    Paul Xiradis

    Executive ChairmanCRD 6839396

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sydney, null

Location

Sydney, null

Headquartered in Sydney, null.

Address
Level 27 Grosvenor Pl 225 George St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth