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Asset manager · Sydney, Australia

Ausbil Investment Management Limited

SEC-registered investment adviser · CRD 289468 · SEC 801-118742

At a glance

Ausbil Investment Management Limited is an SEC-registered investment adviser based in Sydney, Australia, with $14.4 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 428th of 3,218 asset managers and 1,068th of 17,210 SEC-registered advisers by assets.

Main office +61292590230ausbil.com.auLinkedInAs filed on Form ADV

Regulatory AUM
$14B
Rank among asset managers
#428 of 3,218
Rank among all SEC RIAs
#1,068 of 17,210
Clients
43
Accounts
49
Discretionary
94% of AUM
Employees
72
Advisory staff
33
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Ausbil Investment Management Limited’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Affiliated broker-dealer

It reports a broker-dealer among its affiliates on Form ADV.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Other25$8.0B56%
Pooled investment vehicles16$4.6B32%
Sovereign wealth funds and foreign official institutions1$1.5B10%
Other investment advisers1$263M2%

Private funds

Ausbil Investment Management Limited reports 4 private funds with $377M in gross assets: other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Ausbil Investment Management Limited answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

AtlasMembers

The full record on Ausbil Investment Management Limited

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 5 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 481 peers of its type and size
Locked
Owners and executives, with titles and stakes
9 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Ausbil Investment Management Limited manage?

Ausbil Investment Management Limited reports $14.4 billion in regulatory assets under management across 49 accounts, 94% of it on a discretionary basis, on its Form ADV filed March 25, 2026.

What kind of firm is Ausbil Investment Management Limited?

Ausbil Investment Management Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Ausbil Investment Management Limited’s clients?

By assets, its largest client types are other ($8.0 billion, 25 clients); pooled investment vehicles ($4.6 billion, 16 clients); sovereign wealth funds and foreign official institutions ($1.5 billion, 1 clients).

Does Ausbil Investment Management Limited manage private funds?

Yes. It reports 4 private funds with $377 million in gross assets, including other private funds.

Does Ausbil Investment Management Limited have any disciplinary history?

Ausbil Investment Management Limited answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Ausbil Investment Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →