WESTBOURNE CREDIT MANAGEMENT LIMITED
Adviser information for WESTBOURNE CREDIT MANAGEMENT LIMITED last updated from Form ADV on September 21st, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114912 |
|---|---|
| SEC ERA File Number | 802-114912 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301033 |
| Legal Entity Identifier | 549300NYFI1E0MB63P96 |
Principal Office
LEVEL 12, 101 COLLINS STREETMELBOURNE, VICTORIA
Australia
Monday - Friday, 9 AM - 5 PM
Tel: 613 9660 6900, Fax: 613 9660 6999
Websites
Chief Compliance Officer
LYNNE BEALE
CHIEF OPERATING OFFICER, COMPANY SECRETARY, DIRECTOR
LEVEL 12, 101 COLLINS STREET
MELBOURNE, VICTORIA
Australia
Tel:
613 9600 9600
Fax:
613 9600 6999
C***************@***********************U
(Full email address available in API data)
Industry Affiliates
| WESTBOURNE INFRASTRUCTURE DEBT GP 2 LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| WESTBOURNE INFRASTRUCTURE DEBT GP LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WESTBOURNE INFRASTRUCTURE DEBT 6 LP | Private Equity Fund | $206.1M | $10.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POOLE, TIMOTHY, MICHAEL | Individual | – | CHAIRMAN | 06/2008 | < 5% |
| OLDFIELD, FREDERICK, HARRIS | Individual | – | DIRECTOR | 06/2009 | < 5% |
| BATSAKIS, GEORGE | Individual | – | DIRECTOR | 04/2014 | 5-10% |
| RIDLEY, DAVID, ANDREW | Individual | – | MANAGING DIRECTOR | 06/2008 | 10-25% |
| BEALE, LYNNE | Individual | – | DIRECTOR / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / COMPANY SECRETARY | 01/2010 | < 5% |
| MITSUI & CO., LTD | Foreign Entity | – | SHAREHOLDER | 06/2015 | 25-50% |
| WESTBOURNE CAPITAL PTY LIMITED ACN 131 823 357 | Foreign Entity | – | SHAREHOLDER | 06/2008 | 25-50% |
| RIDLEY FAMILY TRUST | Foreign Entity | – | SHAREHOLDER | 12/2008 | 10-25% |
| SUNNYBRAE INVESTMENT TRUST | Foreign Entity | – | SHAREHOLDER | 12/2008 | 5-10% |
| BATSAKIS FAMILY TRUST | Foreign Entity | – | SHAREHOLDER | 06/2011 | 5-10% |
| RIDLEY, DAVID, ANDREW | Individual | WESTBOURNE CAPITAL PTY LIMITED ACN 131 823 357 | SHAREHOLDER | 06/2008 | 50-75% |
| RIDLEY, DAVID, ANDREW | Individual | RIDLEY NOMINEES PTY LTD ACN 133 496 205 | SHAREHOLDER | 12/2008 | 50-75% |
| RIDLEY NOMINEES PTY LTD ACN 133 496 205 | Foreign Entity | – | TRUSTEE, RIDLEY FAMILY TRUST | 12/2008 | 10-25% |
| MCGUIRE, MELISSA, LOUISE | Individual | – | TRUSTEE, SUNNYBRAE INVESTMENT TRUST | 12/2008 | 5-10% |
| BATSAKIS, GEORGE | Individual | – | TRUSTEE, BATSAKIS FAMILY TRUST | 06/2011 | 5-10% |
| BATSAKIS, ELVIRA | Individual | – | TRUSTEE, BATSAKIS FAMILY TRUST | 06/2011 | 5-10% |
| RIDLEY, SARAH | Individual | RIDLEY NOMINEES PTY LTD ACN 133 496 205 | SHAREHOLDER | 12/2008 | 50-75% |
| HONDA, KOTARO | Individual | – | DIRECTOR | 12/2022 | < 5% |