Data / Investment advisers / Viburnum Funds Pty LTD
Viburnum Funds Pty LTD, Nedlands, Australia: $219 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Viburnum Funds Pty LTD is an SEC registered investment adviser with its main office in Nedlands, Australia and reports $219 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include corporations and other businesses, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch Viburnum Funds Pty LTD (CRD number 174628): 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
- 174628
- SEC file number
- 801-117403
- SEC status
- Approved, effective September 27, 2019
- Main office
- 31 Carrington St Republic Plaza, Nedlands, Australia 6009
- Phone
- +61864309850
- Website
- viburnumfunds.com.au
- Regulatory AUM
- $219,386,400 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $196,867,510
- Non discretionary AUM
- $22,518,890
- Accounts
- 13
- Employees
- 13, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 2 hedge funds, 1 private equity fund
- Gross assets of private funds
- $48,914,705
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 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 type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 9 | $148.3 million |
| Pooled investment vehicles | 3 | $48.9 million |
| State or municipal government entities | 1 | $22.2 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 of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $219.4 million | September 29, 2026 |
| December 1, 2025 | $276.4 million | September 25, 2025 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Viburnum Funds Pty LTD on the SEC's adviser search
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.