Colonial First State Infrastructure Managers (Australia) Pty Ltd is a large advisory firm based in Barangaroo Nsw. It manages $892.58 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.
Colonial First State Infrastructure Managers (Australia) Pty provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colonial First State Infrastructure Managers (Australia) Pty Ltd is $892.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 113% since the beginning of its operation, and $892.58 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Colonial First State Infrastructure Managers (Australia) Pty Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Michael John Venter is pooled investment vehicles with 3 clients and $892.58 million of assets under management. Among the 4 most similar advisory firms, Colonial First State Infrastructure Managers (Australia) Pty has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $892.58 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.
Colonial First State Infrastructure Managers (Australia) Pty also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 21 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael John Venter has been acting as President since 1 Oct 2015. Carol Australia Holdings Pty Limited joined the executive team most recently as the Shareholder.
The principal office where Colonial First State Infrastructure Managers (Australia) Pty Ltd performs its advisory services is located at Level 5, Tower 3, International Towers, Barangaroo Nsw, 2000, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +61 2 9303 4155. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at cfsgam.com.au and its LinkedIn profile.