RIA Intel›Advisers›FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD

FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD

Institutional

N·BARANGAROO, NSW

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$66.5B

1-Year AUM Growth

+13.6%

3-Year CAGR

-4.0%

Employees

55

Assets Under Management

Total AUM$66.5B

Discretionary AUM$66.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients127

Team

Total Employees55

Investment Advisers328

Employee Growth (1Y)-16.5%

Filing History

Total Filings on Record52

First FilingDec 22, 2011

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.