Investment adviser · CRD 312601
ARDEA INVESTMENT MANAGEMENT
Investment adviser filing (IA)
ARDEA INVESTMENT MANAGEMENT PTY LIMITED
SYDNEY, NSW, Australia · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $3.47B Form ADV · Item 5.F
- Client accounts
- 10 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $1,141,119,690 | 32.9% |
| Government entities | Fewer than 5 | $932,611,395 | 26.9% |
| Pooled investment vehicles | 4 | $908,239,231 | 26.2% |
| Corporations & businesses | 2 | $488,463,396 | 14.1% |
Filing source
Form ADV 2127768 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
LEVEL 2, 5 MARTIN PLACESYDNEY, NSW, 2000, Australia
CRD 312601
Filing source
Form ADV 2127768 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.