BENNELONG ASSET MANAGEMENT AUSTRALIA PTY LIMITED
Adviser information for BENNELONG ASSET MANAGEMENT AUSTRALIA PTY LIMITED last updated from Form ADV on March 12th, 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 | Corporation |
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Fiscal Year End | JUNE |
Legal Location | Australia |
Employees
Total Number of Employees | 0 |
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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 |
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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 | – |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
SEC RIA File Number | 802-115194 |
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SEC ERA File Number | 802-115194 |
SEC CIK Numbers | None |
SEC CRD Numbers | 299107 |
Legal Entity Identifier | 549300FQ47WV5848C827 |
Principal Office
LEVEL 9, 139 MACQUARIE STREETSYDNEY, NSW
Australia
Monday - Friday, 09:00-17:00
Tel: +61 8248 1100, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HENRY, PAUL, ANTHONY | Individual | – | DIRECTOR AND CIO | 07/2018 | 50-75% |
PEGUM, RICHARD, ANTHONY | Individual | – | DIRECTOR AND PORTFOLIO MANAGER | 07/2018 | 50-75% |
Robinson, Vaughan, Bartley | Individual | – | DIRECTOR AND CFO | 12/2019 | < 5% |