MA INVESTMENT MANAGEMENT PTY LTD
Adviser information for MA INVESTMENT MANAGEMENT PTY LTD last updated from Form ADV on March 26th, 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 | 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 | 802-129014 |
|---|---|
| SEC ERA File Number | 802-129014 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328316 |
| Legal Entity Identifier | None |
Principal Office
LEVEL 27, BROOKFIELD PLACE10 CARRINGTON ST
SYDNEY, NEW SOUTH WALES
Australia
Monday - Friday, 8AM-6PM AEST
Tel: 61 2 8288 5555, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| MA ASSET MANAGEMENT LTD | Sponsor, GP, manager of pooled investment vehicles |
| MA VISA FUND MANAGER PTY LTD | Other investment adviser, including financial planners |
| MAAM GP PTY LTD | Other investment adviser, including financial planners |
| MAAM RE LTD | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MA CREDIT OPPORTUNITIES FUND | PRIVATE CREDIT FUND | $62.0M | $0.1M | 298 |
| MA EQUITY OPPORTUNITIES FUND | EQUITY FUND | $74.6M | $0.1M | 167 |
| MA SECURED LOAN PRIORITY FUND - CLASS A | PRIVATE CREDIT FUND | $223.2M | $0.1M | 286 |
| MA SECURED LOAN PRIORITY FUND - CLASS B | PRIVATE CREDIT FUND | $204.7M | $0.1M | 291 |
| MA WHOLESALE PRIORITY INCOME FUND | PRIVATE CREDIT FUND | $189.9M | $0.3M | 244 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Martin, Andrew, John Tunmer | Individual | – | DIRECTOR | 03/2019 | < 5% |
| Tang, Alice, Hau Yee | Individual | – | DIRECTOR | 03/2019 | < 5% |
| Boddy, Giles, Edward | Individual | – | CHIEF FINANCIAL OFFICER | 03/2023 | < 5% |
| Robertson, Jannamaria | Individual | – | CHIEF OPERATION OFFICER | 01/2019 | < 5% |
| Biggins, Julian | Individual | – | JOINT CHIEF EXECUTIVE OFFICER | 09/2017 | < 5% |
| Wyke, Christopher, Philip | Individual | – | JOINT CHIEF EXECUTIVE OFFICER | 09/2017 | < 5% |
| MAAM HOLDINGS PTY LTD | Foreign Entity | – | SHAREHOLDER | 09/2017 | > 75% |
| Ong, Rebecca, Lee Ling | Individual | – | GENERAL COUNSEL | 01/2020 | < 5% |
| MA FINANCIAL GROUP LIMITED | Foreign Entity | MAAM HOLDINGS PTY LTD | SHAREHOLDER | 08/2017 | > 75% |