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ARDEA INVESTMENT MANAGEMENT
Legal name: ARDEA INVESTMENT MANAGEMENT PTY LIMITED
CRD 312601File 801-120437
APPROVED
Filing as of Sep 26, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$6.30B
Top 25% of cohort (national)
Discretionary AUM
$6.30B
Clients
11
11 accounts
Employees
32
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 19, 2021
- Principal office
- LEVEL 2, 5 MARTIN PLACE, SYDNEY, NSW, 2000
- Phone
- 61 2 9994 7000
- Website
- https://www.ardea.com.au/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.30B
- Discretionary AUM
- $6.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $572.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $3.69B |
| Insurance companies | Fewer than 5 | $1.14B |
| Pooled investment vehicles | 3 | $636.1M |
| State or municipal government entities | Fewer than 5 | $823.1M |
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 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 |
|---|---|---|---|
| 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.