FIRST SENTIER INVESTORS
Legal name: FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD
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 type | Clients | AUM |
|---|---|---|
| Other | 4 | $862.2M |
| Non-U.S. persons | 21 | $20.12B |
| Insurance companies | 2 | $543.9M |
| Investment companies | 5 | $966.7M |
| Other investment advisers | 1 | $43.9M |
| Pooled investment vehicles | 43 | $21.14B |
| Banking or thrift institutions | 3 | $1.08B |
| Pension and profit sharing plans | 14 | $6.67B |
| State or municipal government entities | 5 | $1.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 328 | 313 | decreased by15 |
| Apr 1, 2026 | Clients | 127 | 98 | decreased by29 |
| Apr 1, 2026 | AUM | $66,482,083,252 | $52,930,584,077 | decreased by$13,551,499,175 |
| Apr 1, 2026 | Accounts | 127 | 98 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 358 | 328 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 178 | 127 | decreased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $103,574,777,690 | $66,482,083,252 | decreased by$37,092,694,438 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 178 | 127 | decreased by51 |
| Apr 1, 2022 | Employees | 315 | 358 | increased by43 |
| Apr 1, 2022 | Clients | 174 | 178 | increased by4 |
| Apr 1, 2022 | AUM | $100,560,348,374 | $103,574,777,690 | increased by$3,014,429,316 |
| Apr 1, 2022 | Accounts | 174 | 178 | increased by4 |
| Apr 1, 2021 | Registration | — | 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.

