First Sentier Investors

RIASEC RegisteredEst. 2016
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$490M
Accounts
11
Employees
48
Advisory reps
11

Firm details

Headquarters
George Town Grand Cayman,
CRD number
283669
Registered since
August 8, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.04%
  • Pension & Profit Sharing Plans9.96%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors is reported as a corporate hedge fund adviser that primarily serves institutional clients. The firm is SEC-registered (since 2016) and is owned through a combination of a foreign entity and individual ownership. Its advisory remit focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients, and it registers as a CPO/CTA—indicating active engagement with pooled vehicles and commodity/derivatives trading activity. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with hedge-fund-style mandates. The firm is not characterized as an ESG-focused investor and is not described as a multi-state adviser, pension consultant, capital allocator, or related adviser. Reported industry affiliations span broker-dealer activities, security-based swap dealing, banking/thrift and trust-company relationships, insurance and real-estate brokerage links, and sponsor/GP roles in pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 3
  • Ashley Conn

    Chief Financial OfficerCRD 4981615

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Harry Moore

    Harry Moore

    Chief Commercial OfficerCRD 7170791

Contacts

3 of 8
  • Diloshini Seneviratne

    DirectorCRD 7082494

  • Lisa Warburton

    Group General CounselCRD 7658611

  • Asieh Mansour

    Asieh Mansour

    Non-Executive DirectorCRD 4633889

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

George Town Grand Cayman, null

Location

George Town Grand Cayman, null

Headquartered in George Town Grand Cayman, null.

Address
190 Elgin Ave
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth