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Data / Investment advisers / Ausbil Investment Management Limited

Ausbil Investment Management Limited, Sydney, Australia: $14.4 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Ausbil Investment Management Limited is an SEC registered investment adviser with its main office in Sydney, Australia and reports $14.4 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pooled investment vehicles, sovereign wealth funds and foreign official institutions and other investment advisers. It is paid through a percentage of assets under management. It advises 4 private funds.

The request: Watch Ausbil Investment Management Limited (CRD number 289468): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
289468
SEC file number
801-118742
SEC status
Approved, effective May 15, 2020
Main office
Level 27, Grosvenor Place 225 George Street, Sydney, Australia NSW 2000
Phone
61 2 9259 0230
Website
ausbil.com.au
Regulatory AUM
$14,352,289,769 in the Form ADV filed March 25, 2026
Discretionary AUM
$13,475,135,272
Non discretionary AUM
$877,154,497
Accounts
49
Employees
72, of which 33 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management
Private funds
4: 4 other private funds
Gross assets of private funds
$377,312,369
Form ADV Item 11 disclosures
Reported: other federal, state or foreign regulatory actions
Latest Form ADV filing
March 25, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles16$4.61 billion
Sovereign wealth funds and foreign official institutions1$1.48 billion
Other investment advisers1$263.4 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$14.35 billionMarch 25, 2026
December 1, 2025$12.63 billionMarch 27, 2025

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.