ARDEA INVESTMENT MANAGEMENT

ARDEA INVESTMENT MANAGEMENT PTY LIMITED

CRD 312601 · SEC 801-120437

Corporate platformOther (specify)

Large incorporated asset manager or corporate group — typically not a local adviser team.

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LEVEL 2, 5 MARTIN PLACE, SYDNEY, NSW, 2000, Australia

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.30B

Discretionary AUM

$6.30B

Team

32 total employees; 26 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Other (specify)

Filing date

2025-09-26

Disciplinary history

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Pooled investment vehicles	3	$636.1M
State/municipal entities	2	$823.1M
Insurance companies	2	$1.14B
Corporations/business entities	4	$3.69B

All web addresses on file

Official SEC filing: View on IAPD