T Ventures Management Co, Ltd. (Sydney)


T Ventures Management Co, Ltd. is a large advisory firm based in Sydney. It manages $437.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

T Ventures Management 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.

T Ventures Management: assets under management

The assets under management (AUM) of T Ventures Management Co, Ltd. is $437.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and $437.25 million of the total AUM is attributable to clients outside of the United States.

The firm manages $437.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.25 million each.
T Ventures Management has custody of $437.25 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T Ventures Management Co, Ltd. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jonathan Peter Young serves?

The only and largest group of clients of Jonathan Peter Young is pooled investment vehicles with 1 clients and $437.25 million of assets under management. Among the 7 most similar advisory firms, T Ventures Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $437.25 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

T Ventures Management also advises several private funds. Namely, one venture capital fund.

Careers at T Ventures Management Co, Ltd.

The company employs 16 people that are either part- or full-time employees. 81 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.

Jonathan Peter Young has been acting as President since 1 Mar 2018. Frederic Michel Hervouet joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Geoffrey Bruce Francis Dolphin Chief compliance officer / chief financial officer 1 Mar 2018 Other 6941726
Jonathan Peter Young Director 1 Mar 2018 Other 6941721
Thomas Richard Chamberlain Director 1 Mar 2018 Other 6941724
Mark Heys Sherman Managing partner 1 Mar 2018 50% - 75% 1174566
Matthew (Nmn) Koertge Managing partner 1 Mar 2018 50% - 75% 6941729
Frederic Michel Hervouet Director 1 Apr 2018 Other 6631074

Based in Sydney

The principal office where T Ventures Management Co, Ltd. performs its advisory services is located at Level 15, Sydney, 2000, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 61 2-8576-94991. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at twitter.com/telstravc.