DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
T. Rowe Price Australia Limited
Latest filing Jul 1, 2026
First filing on the tape Feb 20, 2018 · 24 filings
SEC status approved since Mar 20, 2018
RAUM
$17B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
55
27 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$17B as of Jul 1, 2026
Mar 28, 2019$4.0B then
HNW client RAUM$0 as of Jul 1, 2026
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Mar 28, 20190 then
Employees (5.A)55 as of Jul 1, 2026
Mar 28, 201932 then
Private funds1 as of Mar 28, 2024
Mar 28, 20191 then
RAUM -4.5% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $334MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$15B90%
- Investment companies$1.6B9.6%
- Pension and profit-sharing plans$115M0.7%
- Corporations and businesses$8.3M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 50reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T. Rowe Price Australia Equity Fundno longer reported | Other Private Fund | $76.2M | 31 | Mar 27, 2013 |
| T. Rowe Price Global High Income Fund | Hedge Fund | $28.2M | 13 | Oct 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Nicholas Beecroft · Directorcontrolsince 08/2024 · owns less than 5%
- Timothy Chamberlain · Directorcontrolsince 08/2024 · owns less than 5%
- Oi Sze Elsie Chan · Directorcontrolsince 11/2022 · owns less than 5%
- Sik Chao · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- Darren Hall · Directorcontrolsince 06/2020 · owns less than 5%
- Nmn David Oestreicher · Chief Legal Counselcontrolsince 04/2018 · owns less than 5%
Entity owners
- T. Rowe Price International Ltd · Direct Ownerdirect · owns 75% or more
- T. Rowe Price Associates, Inc. · Indirect Ownerindirect · owns 75% or more of T. Rowe Price International Ltd
- T. Rowe Price Group, Inc. · Indirect Ownerindirect · owns 75% or more of T. Rowe Price Associates, Inc. · public reporting company
Related persons
Schedule D 7.A
- Oak Hill Advisors (Australia) Pty Ltdinvestment advisern
- Oak Hill Advisors (Europe) Llpinvestment advisern
- Oak Hill Advisors, L.P.investment adviserbanknRAUM $101B
- Oha (Uk) Llpinvestment advisern
- Oha Ad Co-Investment Genpar, Llpinvestment adviserbankn
- Oha Ad Customized Credit Fund Genpar, Llpinvestment adviserbankn
- Oha Ad Dislocation Credit Genpar, Llpinvestment adviserbankn
- Oha Ad Dislocation Credit II Genpar, L.P.investment adviserbankn
- Oha Aloha European Credit Fund Genpar, Llpinvestment adviserbankn
- Oha Artesian Customized Credit Fund I Genpar, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Asia Customized Credit Genpar, LLCinvestment adviserbankn
- Oha Bcss Ssd Genpar II, LLCinvestment adviserbankn
- Oha Bcss Ssd Genpar, LLCinvestment adviserbankn
- Oha Black Bear Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Ca Customized Credit Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Centre Street Genpar, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Clo Enhanced Equity Genpar, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Clo Enhanced Equity II Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Clo Strategies Fund Genpar, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Credit Cadenza Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Credit Opportunities Ca (C) Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Credit Origination Genpar I, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Credit Solutions Genpar, LLCinvestment adviserbankpooled vehicle sponsorn
- Oha Credit Solutions II Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Custom Multi-Sector Credit Fund Genpar, LLCinvestment adviserbankn
- Oha Delaware Customized Credit Fund Genpar, LLCinvestment adviserbankn
- Oha Delaware Customized Credit Fund-F Genpar, LLCinvestment adviserbankn
- Oha Diversified Credit Strategies (Parallel II) Genpar, LLCinvestment adviserbankn
- Oha Diversified Credit Strategies Genpar, Llpinvestment adviserbankpooled vehicle sponsorn
- Oha Diversified Credit Strategies Tractor Fund Genpar, LLCinvestment adviserbankn
Advisers that list T. Rowe Price Australia Limited as a related person
Offices
Schedule D 1.F, the 25 largest
- Melborne, Australia4 employees
What changed
consecutive filings, newest first
- Accounts · 51 to 50Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 28 to 27Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 35 to 31Mar 31, 2025 to Mar 31, 2026
- Employees · 60 to 55Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $18B to $17BMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $58.3M to $115MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $16B to $15BMar 31, 2025 to Mar 31, 2026
- RAUM · $18B to $17BMar 31, 2025 to Mar 31, 2026
- Accounts · 43 to 51Nov 20, 2024 to Mar 31, 2025
- Pension plan clients · 0.0 to unsetNov 20, 2024 to Mar 31, 2025
- Pooled vehicle clients · 32 to 35Nov 20, 2024 to Mar 31, 2025
- Employees · 58 to 60Nov 20, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 20, 2024 to Mar 31, 2025
- HQ city · SYDNEY, NEW SOUTH WALES to SYDNEY, NSWNov 20, 2024 to Mar 31, 2025
- HQ state · unset to Nov 20, 2024 to Mar 31, 2025
- Discretionary RAUM · $15B to $18BNov 20, 2024 to Mar 31, 2025
- Pension RAUM · $0 to $58.3MNov 20, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $13B to $16BNov 20, 2024 to Mar 31, 2025
- RAUM · $15B to $18BNov 20, 2024 to Mar 31, 2025
- Private funds · 1 to unsetSep 9, 2024 to Nov 20, 2024
- Accounts · 34 to 43Jan 2, 2024 to Mar 28, 2024
- Advisory employees · 25 to 28Jan 2, 2024 to Mar 28, 2024
- Advisory activities · 3 to 4Jan 2, 2024 to Mar 28, 2024
- Pooled vehicle clients · 29 to 32Jan 2, 2024 to Mar 28, 2024
- Employees · 47 to 58Jan 2, 2024 to Mar 28, 2024
- Discretionary RAUM · $11B to $15BJan 2, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $11B to $13BJan 2, 2024 to Mar 28, 2024
- RAUM · $11B to $15BJan 2, 2024 to Mar 28, 2024
- Corporate clients · 1.0 to unsetNov 18, 2022 to Mar 31, 2023
- Employees · 50 to 47Nov 18, 2022 to Mar 31, 2023
- Discretionary RAUM · $16B to $11BNov 18, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $15B to $11BNov 18, 2022 to Mar 31, 2023
- RAUM · $16B to $11BNov 18, 2022 to Mar 31, 2023
- Accounts · 32 to 34Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 24 to 25Mar 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 28 to 29Mar 29, 2021 to Mar 31, 2022
- Employees · 40 to 50Mar 29, 2021 to Mar 31, 2022
- Private funds · 2 to 1Mar 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $14B to $16BMar 29, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $13B to $15BMar 29, 2021 to Mar 31, 2022
Signals
25 dated events
- Nicholas Beecroft (Director) appeared on Schedule A of T. Rowe Price Australia LimitedSep 9, 2024 · Control person joined · fact
- Timothy Chamberlain (Director) appeared on Schedule A of T. Rowe Price Australia LimitedSep 9, 2024 · Control person joined · fact
- Ryan Martyn (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2024-07-01, absent 2024-09-09)Sep 9, 2024 · Control person left · inference
- Randal Jenneke (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2024-03-28, absent 2024-07-01)Jul 1, 2024 · Control person left · inference
- Ryan Martyn (Director) appeared on Schedule A of T. Rowe Price Australia LimitedJul 1, 2024 · Control person joined · fact
- T. Rowe Price Australia Limited reported RAUM $14.9B, up 34% from $11.1B (2024-01-02 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- T. Rowe Price Australia Limited reported RAUM $11.1B, down 29% from $15.6B (2022-11-18 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Scott Nicholas Trueman (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2022-03-31, absent 2022-11-18)Nov 18, 2022 · Control person left · inference
- Oi Sze Elsie Chan (Director) appeared on Schedule A of T. Rowe Price Australia LimitedNov 18, 2022 · Control person joined · fact
- M Mi-Only Jeremy Fisher (Chief Compliance Officer) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2020-10-30, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Sik Chao (Chief Compliance Officer) appeared on Schedule A of T. Rowe Price Australia LimitedMar 29, 2021 · Control person joined · fact
- T. Rowe Price Australia Limited reported RAUM $13.9B, up 144% from $5.7B (2020-10-30 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Darren Hall (Director) appeared on Schedule A of T. Rowe Price Australia LimitedJul 31, 2020 · Control person joined · fact
- Edward Murray Brewer (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2020-06-22, absent 2020-07-31)Jul 31, 2020 · Control person left · inference
- T. Rowe Price Australia Limited reported RAUM $5.7B, up 41% from $4.0B (2020-01-02 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Nmn Keswaral Visuvalingham (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2020-01-02, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Maurice Jacques Phillipe Ayral (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- E Scott Keller (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Naoyuki Honda (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Archibald Ciganer (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Hiroshi Watanabe (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Tateomi Fujino (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Yasuo Miyajima (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Kuniaki Doi (Director) no longer on Schedule A of T. Rowe Price Australia Limited (listed 2019-02-01, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- T. Rowe Price Australia, Ltd filed its initial SEC registration (Form ADV)Feb 20, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T. Rowe Price Australia Limited · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/t-rowe-price-australiareportedpublic record, Form ADV, Sep 17, 2026
- Website
- TROWEPRICE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 61 02 8667 5700reportedpublic record, Form ADV, Jul 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026