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ARDEA INVESTMENT MANAGEMENT
Legal name: ARDEA INVESTMENT MANAGEMENT PTY LIMITED
CRD 312601File 801-120437
APPROVED
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.47B
Top 25% of cohort (national)
Discretionary AUM
$3.47B
Clients
10
10 accounts
Employees
29
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
- $3.47B
- Discretionary AUM
- $3.47B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $347.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $488.5M |
| Insurance companies | Fewer than 5 | $1.14B |
| Pooled investment vehicles | 4 | $908.2M |
| State or municipal government entities | Fewer than 5 | $932.6M |
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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 36 | 32 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 14 | 11 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $9,465,144,095 | $6,295,389,602 | decreased by$3,169,754,493 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 14 | 11 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 36 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 14 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,079,127,200 | $9,465,144,095 | decreased by$6,613,983,105 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 14 | decreased by12 |
| Sep 1, 2022 | Employees | 25 | 38 | increased by13 |
| Sep 1, 2022 | Clients | 20 | 26 | increased by6 |
| Sep 1, 2022 | AUM | $17,111,397,986 | $16,079,127,200 | decreased by$1,032,270,786 |
| Sep 1, 2022 | Accounts | 20 | 26 | increased by6 |
| Jan 1, 2022 | Employees | 24 | 25 | increased by1 |
| Oct 1, 2021 | Employees | 20 | 24 | increased by4 |
| Oct 1, 2021 | Clients | 19 | 20 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARDEA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARDEA 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.