EMR CAPITAL ADVISORS PTY LTD

Adviser information for EMR CAPITAL ADVISORS PTY LTD 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 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 802-79197
SEC ERA File Number 802-79197
SEC CIK Numbers None
SEC CRD Numbers 169370
Legal Entity Identifier None

Principal Office

LEVEL 2, 150 COLLINS STREET
MELBOURNE, VICTORIA
Australia
Monday - Friday, 9AM TO 6PM
Tel: +61 3 9669 8889, Fax: None

Chief Compliance Officer

None

Industry Affiliates

EMR CAPITAL CO-INVESTMENT III GP LIMITED Sponsor, GP, manager of pooled investment vehicles
EMR CAPITAL GP II LIMITED Sponsor, GP, manager of pooled investment vehicles
EMR CAPITAL GP III LIMITED Sponsor, GP, manager of pooled investment vehicles
EMR CAPITAL MANAGEMENT LIMITED Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
EMR CAPITAL CO-INVESTMENT III, LP Private Equity Fund $107.8M $0.0M 15
EMR CAPITAL CO-INVESTMENT IX LP Private Equity Fund $39.4M $0.0M 16
EMR CAPITAL CO-INVESTMENT V, LP Private Equity Fund $45.4M $0.0M 7
EMR CAPITAL CO-INVESTMENT VI, LP Private Equity Fund $92.9M $0.0M 3
EMR CAPITAL CO-INVESTMENT VII, LP Private Equity Fund $14.1M $0.0M 4
EMR CAPITAL CO-INVESTMENT VIII, LP Private Equity Fund $69.2M $0.0M 7
EMR CAPITAL RESOURCES FUND II, LP Private Equity Fund $101.5M $0.0M 75
EMR CAPITAL RESOURCES FUND III, LP Private Equity Fund $273.2M $0.0M 27

Control Persons

Name Type Entity Title Since Ownership
MANINI, ANTONY Individual DIRECTOR OF EMR CAPITAL ADVISORS PTY LTD 05/2012 < 5%
EMR CAPITAL HOLDINGS PTY LTD Foreign Entity SHAREHOLDER OF EMR CAPITAL ADVISORS PTY LTD 05/2012 > 75%
CHANG, CHIEN MIN Individual DIRECTOR & CEO OF EMR CAPITAL ADVISORS PTY LTD 05/2012 25-50%
HEGARTY, OWEN, LEIGH Individual DIRECTOR OF EMR CAPITAL ADVISORS PTY LTD 05/2012 < 5%
CHANG, CHIEN MIN Individual DIRECTOR OF EMR CAPITAL CO-INVESTMENT III GP LIMITED 03/2018 < 5%
HEGARTY, OWEN, LEIGH Individual DIRECTOR OF EMR CAPITAL CO-INVESTMENT III GP LIMITED 03/2018 < 5%
WIGNEY, GLEN Individual DIRECTOR OF EMR CAPITAL CO-INVESTMENT III GP LIMITED 03/2018 < 5%
EMR CAPITAL HOLDINGS LIMITED Foreign Entity SHAREHOLDER OF EMR CAPITAL CO-INVESTMENT III GP LIMITED 03/2018 > 75%
WIGNEY, GLEN Individual DIRECTOR OF EMR CAPITAL GP II LIMITED 11/2017 < 5%
CHANG, CHIEN MIN Individual DIRECTOR OF EMR CAPITAL GP II LIMITED 12/2015 < 5%
HEGARTY, OWEN, LEIGH Individual DIRECTOR OF EMR CAPITAL GP II LIMITED 12/2015 < 5%
EMR CAPITAL HOLDINGS LIMITED Foreign Entity SHAREHOLDER OF EMR CAPITAL GP II LIMITED 12/2017 > 75%
THE HEGARTY TRUST Foreign Entity EMR CAPITAL HOLDINGS PTY LTD BENEFICIAL OWNER OF EMR CAPITAL HOLDINGS PTY LTD 05/2012 25-50%
SHIMMERING BRONZE PTY LTD Foreign Entity THE HEGARTY TRUST TRUSTEE OF THE HEGARTY TRUST 05/2012
CHANG, CHIEN MIN Individual DIRECTOR OF EMR CAPITAL ADVISORS LIMITED 09/2020 < 5%
FERGUSON, RALPH, MITCHUM Individual DIRECTOR OF EMR CAPITAL ADVISORS LIMITED 09/2020 < 5%
CHANG, CHIEN MIN Individual EMR CAPITAL HOLDINGS PTY LTD BENEFICIAL OWNER OF EMR CAPITAL HOLDINGS PTY LTD 05/2012 25-50%
EMR CAPITAL HOLDINGS LIMITED Foreign Entity SHAREHOLDER OF EMR CAPITAL GP III LIMITED 09/2020 > 75%
WIGNEY, GLEN Individual DIRECTOR EMR CAPITAL GP III LIMITED 02/2019 < 5%
HEGARTY, OWEN, LEIGH Individual DIRECTOR EMR CAPITAL GP III LIMITED 05/2019 < 5%
CHANG, CHIEN MIN Individual DIRECTOR EMR CAPITAL GP III LIMITED 02/2019 < 5%
FERGUSON, RALPH, MITCHUM Individual CHIEF FINANCIAL OFFICER 11/2017 < 5%

No. Employees, Historic

0002020202120222023202420250 on 3/30/20200 on 3/31/20210 on 3/31/20220 on 3/30/20230 on 3/28/2024