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EDGEWORTH CAPITAL PTY LTD
CRD 335630File 801-136012
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.9M
Below cohort median (national)
Discretionary AUM
$330.9M
Clients
2
7 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 27, 2026
- Principal office
- 101 GRAFTON STREET, LEVEL 22, BONDI JUNCTION, NEW SOUTH WALES, 2022
- Phone
- 61409341500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.9M
- Discretionary AUM
- $330.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $165.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Business development companies | 2 | $171.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- 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 17, 2026 | Clients | 7 | 2 |
| Aug 17, 2026 | Custody | false | true |
| 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.