|
⚲
|
| Ardea Investment Management PTY Limited
✚
|
|
|---|---|
| CRD # | 312601 |
| SEC # | 801-120437 |
| CIK # | |
| AUM | $16.1 BB (2022-08-11) |
| Employees | 38 (50% Investors, 0% Brokers) |
| Phone | 61299947000 |
| Address | Level 2, 5 Martin Place Sydney Nsw, Australia |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 0.3 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 10.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 1.9 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 3 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 1 | 0.5 |
| Total | 26 | 16.1 |
| By Discretionary | ||
| Discretionary | 26 | 16.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 16.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.9 | |
| United States Persons | 0.2 | |
| Total | 26 | 16.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Garcia Hamilton & Associates LP
✚
|
TX | 16.8 |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 16.7 |
|
Government Portfolio Advisors LLC
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|
OR | 16.7 |
|
Fund Evaluation Group LLC
✚
|
OH | 16.6 |
|
Comprehensive Financial Management LLC
✚
|
CA | 16.6 |
|
Johnson Investment Counsel Inc
✚
|
OH | 16.3 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 16.2 |
|
TD Ameritrade Investment Management LLC
✚
|
NE | 15.8 |
|
Lincoln Investment Planning LLC
✚
|
PA | 15.4 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 15.3 |