TRIBELET CAPITAL MANAGEMENT PTY LTD
Adviser information for TRIBELET CAPITAL MANAGEMENT PTY LTD last updated from Form ADV on February 22nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Australia |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113874 |
|---|---|
| SEC ERA File Number | 801-113874 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297481 |
| Legal Entity Identifier | 549300EJHJISK20BZK84 |
Principal Office
118 RUSSELL STREETSUITE 901
MELBOURNE, VICTORIA
Australia
Monday - Friday, 9-5
Tel: 61(0)401299368, Fax: None
Chief Compliance Officer
KEVIN SAUNDERS
118 RUSSELL ST
SUITE 901
MELBOURNE, VICTORIA
Australia
Tel:
61(401)299368
K*************@***************L
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Saunders, Kevin, Michael | Individual | – | DIRECTOR / MEMBER / CHIEF COMPLIANCE OFFICER | 01/2013 | 50-75% |
| LONDON & LOCAL | Foreign Entity | – | MEMBER | 01/2013 | 50-75% |
| Roche, James, Stewart | Individual | LONDON & LOCAL | DIRECTOR / MEMBER | 01/2013 | > 75% |