ANTIPODES PARTNERS LIMITED

Adviser information for ANTIPODES PARTNERS LIMITED last updated from Form ADV on September 14th, 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 Corporation
Fiscal Year End JUNE
Legal Location Australia

Employees

Total Number of Employees 45
Investment Advisory/Research 36
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 21 $6.8B
Non-Discretionary 0 $0
Total 21 $6.8B

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 9 $2.5B
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 8 $4.3B
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 99

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-120112
SEC ERA File Number 801-120112
SEC CIK Numbers 1652442
SEC CRD Numbers 299380
Legal Entity Identifier 549300QKYNEBBVKNKX3

Principal Office

LEVEL 25, AUSTRALIA SQUARE TOWER
264 GEORGE STREET
SYDNEY
Australia
Monday - Friday, 9AM - 5PM
Tel: +612 8970 7718, Fax: None

Chief Compliance Officer

ANDREW FINDLAY
CHIEF EXECUTIVE OFFICER
LEVEL 25, AUSTRALIA SQUARE TOWER
264 GEORGE STREET
SYDNEY
Australia
Tel: +61 28970 7754
(Full email address available in API data)

Regulatory Contact

CALVIN KWOK
CHIEF LEGAL, RISK AND COMPLIANCE OFFICER
LEVEL 25, AUSTRALIA SQUARE TOWER
264 GEORGE STREET
SYDNEY
Australia
Tel: +612 8970 7718
(Full email address available in API data)

Industry Affiliates

PINNACLE INVESTMENT MANAGEMENT LIMITED Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ANTIPODES PARTNERS HOLDINGS PTY LTD Foreign Entity MANAGING MEMBER 05/2018 > 75%
MACOUN, IAN, NMN Individual DIRECTOR 08/2018 < 5%
Mitchell, Jacob, William Individual DIRECTOR, CHIEF INVESTMENT OFFICER 03/2015 < 5%
ERINTOM PTY LIMITED Foreign Entity ANTIPODES PARTNERS HOLDINGS PTY LTD MEMBER 05/2017
Findlay, Andrew Individual DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 11/2014 < 5%
PERPETUAL CORPORATE TRUST LIMITED Foreign Entity ANTIPODES PARTNERS HOLDINGS PTY LTD MEMBER 05/2017
PINNACLE INVESTMENT MANAGEMENT LIMITED Foreign Entity ANTIPODES PARTNERS HOLDINGS PTY LTD MEMBER 05/2017
ANTIPODES EST PTY LTD Foreign Entity ANTIPODES PARTNERS HOLDINGS PTY LTD MEMBER 05/2017
LONGAN, DANIEL, JOHN DAVID Individual DIRECTOR, COMPANY SECRETARY 06/2021 < 5%

No. Employees, Historic

50250202020212022202320240 on 12/8/202030 on 12/18/202034 on 9/28/202140 on 9/30/202240 on 1/25/202340 on 7/5/202345 on 9/14/2023

RAUM, Historic

8B4B0202020212022202320245639165926 on 12/18/20207913143594 on 9/28/20216364000000 on 9/30/20226364000000 on 1/25/20236364000000 on 7/5/20236800000000 on 9/14/2023

No. Clients, Historic

20100202020212022202320240 on 12/8/202014 on 12/18/202017 on 9/28/202117 on 9/30/202217 on 1/25/202317 on 7/5/202317 on 9/14/2023

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
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