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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

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 typeClientsAUM
Non-U.S. personsFewer than 5$1.48B
Other investment advisers1$263.4M
Pooled investment vehicles16$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

DateFieldFromTo
Aug 17, 2026Clients4318
Aug 12, 2026RegistrationAPPROVED

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.