Investment adviser · CRD 160034
FIRST SENTIER INVESTORS
Investment adviser filing (IA)
FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD
BARANGAROO, NSW, Australia · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $52.9B Form ADV · Item 5.F
- Client accounts
- 98 Accounts, not individual clients
- Employees
- 313 Reported in this filing
- Advisory professionals
- 51 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 |
|---|---|---|---|
| Pooled investment vehicles | 43 | $21,139,641,419 | 39.9% |
| Sovereign wealth & foreign institutions | 21 | $20,122,808,070 | 38.0% |
| Retirement plans | 14 | $6,673,221,945 | 12.6% |
| Government entities | 5 | $1,501,905,872 | 2.8% |
| Banks & thrifts | 3 | $1,076,333,869 | 2.0% |
| Investment companies | 5 | $966,673,732 | 1.8% |
| Corporations & businesses | 4 | $862,203,918 | 1.6% |
| Insurance companies | 2 | $543,875,109 | 1.0% |
| Other investment advisers | 1 | $43,920,143 | 0.1% |
Filing source
Form ADV 2098320 · Apr 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.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
LEVEL 5, TOWER 3, INTERNATIONAL TOWERS, 300 BARANGAROO AVENUEBARANGAROO, NSW, 2000, Australia
CRD 160034
Filing source
Form ADV 2098320 · Apr 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.