AUSBIL INVESTMENT MANAGEMENT LIMITED

CRD 289468File 801-118742

APPROVED

Disclosure events

Filing as of Mar 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$14.35B

Top 10% of cohort (national)

Discretionary AUM

$13.48B

Non-discretionary $877.2M

Clients

49 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: May 15, 2020
Principal office: LEVEL 27, GROSVENOR PLACE 225 GEORGE STREET, SYDNEY, NSW 2000
Phone: 61 2 9259 0230
Website: HTTP://WWW.AUSBIL.COM.AU/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $14.35B
Discretionary AUM: $13.48B
Non-discretionary AUM: $877.2M
Discretionary accounts: 34
Non-discretionary accounts: 15
Total accounts: 49
AUM per client: $797.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Non-U.S. persons	Fewer than 5	$1.48B
Other investment advisers	1	$263.4M
Pooled investment vehicles	16	$4.61B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
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

Q11D2
Q11D4

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	43	18	decreased by25
Apr 1, 2026	Employees	70	72	increased by2
Apr 1, 2026	Clients	41	43	increased by2
Apr 1, 2026	AUM	$12,626,303,388	$14,352,289,769	increased by$1,725,986,381
Apr 1, 2026	Accounts	52	49	decreased by3
May 1, 2025 vs Oct 1, 2022	Employees	64	70	increased by6
May 1, 2025 vs Oct 1, 2022	Clients	54	41	decreased by13
May 1, 2025 vs Oct 1, 2022	AUM	$10,999,296,591	$12,626,303,388	increased by$1,627,006,797
May 1, 2025 vs Oct 1, 2022	Accounts	54	52	decreased by2
Apr 1, 2022	Employees	60	64	increased by4
Apr 1, 2022	Clients	51	54	increased by3
Apr 1, 2022	AUM	$10,916,424,492	$10,999,296,591	increased by$82,872,099
Apr 1, 2022	Accounts	51	54	increased by3
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 “AUSBIL INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUSBIL INVESTMENT” 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.