ACADIAN ASSET MANAGEMENT
ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED Legal Name
Adviser information for ACADIAN ASSET MANAGEMENT last updated from Form ADV on March 28th, 2024. 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 | 17 |
|---|---|
| Investment Advisory/Research | 8 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $4.0B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $4.0B |
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 | 7 | $1.3B |
| 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 | 4 | $2.7B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-126450 |
|---|---|
| SEC ERA File Number | 801-126450 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322795 |
| Legal Entity Identifier | 549300SX2O2WYFXP7H55 |
Principal Office
LEVEL 9, 20 MARTIN PLACESYDNEY , NSW
Australia
Monday - Friday, 8:30 A.M. TO 5:30 P.M (AEST)
Tel: +612 9093 1000, Fax: +61 2 9093 1001
Chief Compliance Officer
NITA LO
LEVEL 9, 20 MARTIN PLACE
SYDNEY, NSW
Australia
Tel:
+612 9093 1071
Fax:
+61 2 9093 1001
N**@*******************U
(Full email address available in API data)
Regulatory Contact
SCOTT PETER DIAS
CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
260 FRANKLIN STREET
BOSTON
MA
United States
Tel:
617-850-3519
S****@****************M
(Full email address available in API data)
Industry Affiliates
| ACADIAN ASSET MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD | Other investment adviser, including financial planners |
| ACADIAN ASSET MANAGEMENT (UK) 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 |
|---|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT | Domestic Entity | – | SOLE HOLDER OF CLASS A INTERESTS OF THE REGISTRANT | 05/2005 | > 75% |
| BRADLEY, BRENDAN, O'BRIEN | Individual | – | DIRECTOR | 01/2019 | < 5% |
| Young, Kelly-Ann, Louise | Individual | – | DIRECTOR | 07/2017 | < 5% |
| SAVAGE, GILLIAN, MORNA THERESE | Individual | – | CEO AND DIRECTOR | 05/2022 | < 5% |
| PIVTSAIKINA, EKATERINA | Individual | – | DIRECTOR | 03/2017 | < 5% |
| LO, NITA | Individual | – | DIRECTOR OF COMPLIANCE AND RISK APAC | 03/2021 | < 5% |
| BRIGHTSPHERE AFFILIATE HOLDINGS LLC | Domestic Entity | ACADIAN ASSET MANAGEMENT | SOLE HOLDER OF CLASS A INTERESTS OF THE REGISTRANT | 12/2007 | > 75% |
| ACADIAN KELP LP | Domestic Entity | ACADIAN ASSET MANAGEMENT | SOLE HOLDER OF CLASS B INTERESTS OF THE REGISTRANT | 07/2017 | > 75% |
| ACADIAN KELP GP LLC | Domestic Entity | ACADIAN KELP LP | GENERAL PARTNER OFACADIAN KELP LP | 12/2007 | |
| BRIGHTSPHERE INC | Domestic Entity | BRIGHTSPHERE AFFILIATE HOLDINGS LLC | SOLE MEMBER OF BRIGHTSPHERE AFFILIATE HOLDINGS LLC | 09/2000 | > 75% |
| BRIGHTSPHERE INVESTMENT GROUP INC | Domestic Entity | BRIGHTSPHERE INC | SOLE SHAREHOLDER OF BRIGHTSPHERE INC | 10/2014 | > 75% |
| NOON, THEODORE, W. | Individual | – | DIRECTOR | 01/2024 | < 5% |
| Voitenok, Alexandre | Individual | – | DIRECTOR | 02/2024 | < 5% |