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VIBURNUM FUNDS PTY LTD

Advisory

N·NEDLANDS

Data as of Sep 25, 2024 · Source: SEC Form ADV

Total AUM

$276M

1-Year AUM Growth

+3.9%

3-Year CAGR

-10.8%

Employees

10

Assets Under Management

Total AUM$276M

Discretionary AUM$256M

Non-Discretionary AUM$20M

Discretionary %92.8%

Total Clients9

Team

Total Employees10

Investment Advisers13

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record9

First FilingAug 28, 2019

Latest FilingSep 25, 2024

🔒 Full AUM trend chart and 9 historical filings spanning 5+ 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 VIBURNUM FUNDS PTY LTD

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