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AUSBIL INVESTMENT MANAGEMENT LIMITED
CRD 289468File 801-118742
APPROVED
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.35B
Top 10% of cohort (national)
Discretionary AUM
$13.48B
Non-discretionary $877.2M
Clients
18
49 accounts
Employees
72
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, 5GCompensation
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 43 | 18 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.

