First Sentier Investors

RIASEC Registered
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$490M
Accounts
11
Employees
48
Advisory reps
13

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 organized as a corporate entity that operates with a hedge-fund orientation and is SEC-registered since 2016. Ownership is a mix of foreign entities and individuals. The firm targets institutional clients and provides advisory services principally through portfolio management for pooled investment vehicles and for businesses or institutions. It also performs CPO/CTA activities and can charge both percentage-of-AUM fees and performance-based fees. Regulatory and operational notes in the source show the firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its footprint of business activities and affiliations spans several parts of the financial ecosystem, indicating capabilities beyond pure asset management.

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
  • Harry Moore

    Harry Moore

    Chief Commercial OfficerCRD 7170791

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Ashley Conn

    Chief Financial OfficerCRD 4981615

Contacts

3 of 10
  • Scott Lennon

    Scott Lennon

    Managing DirectorCRD 6368884

  • Bachar Beaini

    Bachar Beaini

    Registered RepresentativeCRD 6881984

  • Asieh Mansour

    Asieh Mansour

    Non-Executive DirectorCRD 4633889

Unlock 7 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth