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FIRST SENTIER INVESTORS

Legal name: FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD

CRD 160034File 801-73006
APPROVED
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$52.93B
Top 10% of cohort (national)
Discretionary AUM
$52.93B
Clients
98
98 accounts
Employees
313

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jan 10, 2012
Principal office
LEVEL 5, TOWER 3, INTERNATIONAL TOWERS, 300 BARANGAROO AVENUE, BARANGAROO, NSW, 2000
Phone
61 2 9010 5200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$52.93B
Discretionary AUM
$52.93B
Non-discretionary AUM
$0
Discretionary accounts
98
Non-discretionary accounts
0
Total accounts
98
AUM per client
$540.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other4$862.2M
Non-U.S. persons21$20.12B
Insurance companies2$543.9M
Investment companies5$966.7M
Other investment advisers1$43.9M
Pooled investment vehicles43$21.14B
Banking or thrift institutions3$1.08B
Pension and profit sharing plans14$6.67B
State or municipal government entities5$1.50B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees328313decreased by15
Apr 1, 2026Clients12798decreased by29
Apr 1, 2026AUM$66,482,083,252$52,930,584,077decreased by$13,551,499,175
Apr 1, 2026Accounts12798decreased by29
May 1, 2025
vs Oct 1, 2022
Employees358328decreased by30
May 1, 2025
vs Oct 1, 2022
Clients178127decreased by51
May 1, 2025
vs Oct 1, 2022
AUM$103,574,777,690$66,482,083,252decreased by$37,092,694,438
May 1, 2025
vs Oct 1, 2022
Accounts178127decreased by51
Apr 1, 2022Employees315358increased by43
Apr 1, 2022Clients174178increased by4
Apr 1, 2022AUM$100,560,348,374$103,574,777,690increased by$3,014,429,316
Apr 1, 2022Accounts174178increased by4
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FIRST SENTIER” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST SENTIER” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.