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
First Sentier Investors (Ireland) Limited
Latest filing Jun 15, 2026
First filing on the tape Feb 7, 2020 · 16 filings
SEC status approved since Mar 22, 2021
RAUM
$28B
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
45
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$28B as of Jun 15, 2026
Mar 31, 2022$8.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Mar 31, 20220 then
Employees (5.A)45 as of Jun 15, 2026
Mar 31, 202215 then
Private funds4 as of Jun 15, 2026
Mar 31, 20221 then
RAUM +9.3% over the last fiscal year+45% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 15, 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
- $1.4BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.3%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 pooled vehiclesreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$28B100%
- Investment companies$77.9M0.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- 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=1.0 institutional_share=0.0 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| European Diversified Infrastructure Fund III Scsp | Private Equity Fund | $5.5B | 118 | Feb 7, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Claire Aoife Connolly · Capital And Financial Management Oversight Leadcontrolsince 08/2023 · owns less than 5%
- Nicholas Gary Cotton · Non-Executive Directorcontrolsince 03/2021 · owns less than 5%
- Derek Raymond Cullivan · Head Of Fsi Irelandcontrolsince 05/2022 · owns less than 5%
- Renee Amanda Gazal · Chief Operating Officercontrolsince 02/2024 · owns less than 5%
- Courtney Sharon Plunkett · Head Of Compliancecontrolsince 08/2023 · owns less than 5%
- Jane Lisa Warburton · Group General Counselcontrolsince 02/2023 · owns less than 5%
- Charles Peter Blessing · Independent Non-Executive Directorsince 12/2018 · owns less than 5%
- Corinna Bronwyn Wright · Independent Non-Executive Directorsince 12/2018 · owns less than 5%
Entity owners
- First Sentier Investors Uk Holdings Limited · Shareholderdirect · owns 75% or more
- First Sentier Investors Holdings Pty Ltd · Shareholderindirect · owns 75% or more of First Sentier Investors Uk Holdings Limited
- Mitsubishi Ufj Financial Group Inc. · Shareholderindirect · owns 75% or more of Mitsubishi Ufj Trust And Banking Corporation
- Mitsubishi Ufj Trust And Banking Corporation · Shareholderindirect · owns 75% or more of First Sentier Investors Holdings Pty Ltd
Related persons
Schedule D 7.A
- Albacore Capital Llpinvestment advisern
- First Sentier Investorsinvestment advisernRAUM $5.4B
- First Sentier Investorsinvestment advisernRAUM $53B
- First Sentier Investorsinvestment advisernRAUM $3.6B
- First Sentier Investorsinvestment advisernRAUM $6.8B
- First Sentier Investors (Hong Kong) Limitedinvestment advisernRAUM $33B
- First Sentier Investors (Luxembourg) Edif III Gp Sarlbankpooled vehicle sponsorn
- First Sentier Investors (Singapore)investment advisernRAUM $11B
- First Sentier Investors (Uk) Funds Limitedinvestment advisernRAUM $12B
- First Sentier Investors (Uk) Im Limitedinvestment advisernRAUM $13B
- First Sentier Investors (US) LLCinvestment advisernRAUM $969M
- First Sentier Investors International Im Limitedinvestment advisernRAUM $16B
- Mitsubishi Ufj Trust And Banking Corporationinvestment adviserinvestment companyreal estateyRAUM $407B
Advisers that list First Sentier Investors (Ireland) Limited as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 2 to 4Mar 31, 2026 to Jun 15, 2026
- Accounts · 14 to 21Aug 1, 2025 to Mar 31, 2026
- Advisory employees · 1 to 2Aug 1, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 20Aug 1, 2025 to Mar 31, 2026
- Employees · 35 to 45Aug 1, 2025 to Mar 31, 2026
- Private funds · 1 to 2Aug 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $26B to $28BAug 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $26B to $28BAug 1, 2025 to Mar 31, 2026
- RAUM · $26B to $28BAug 1, 2025 to Mar 31, 2026
- Accounts · 11 to 14Mar 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 11 to 14Mar 14, 2024 to Mar 31, 2025
- Employees · 31 to 35Mar 14, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 14, 2024 to Mar 31, 2025
- HQ state · unset to Mar 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $28B to $26BMar 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $28B to $26BMar 14, 2024 to Mar 31, 2025
- RAUM · $28B to $26BMar 14, 2024 to Mar 31, 2025
- Accounts · 9 to 11Aug 30, 2023 to Mar 14, 2024
- Pooled vehicle clients · 9 to 11Aug 30, 2023 to Mar 14, 2024
- Employees · 26 to 31Aug 30, 2023 to Mar 14, 2024
- Discretionary RAUM · $9.3B to $28BAug 30, 2023 to Mar 14, 2024
- Pooled vehicle RAUM · $9.3B to $28BAug 30, 2023 to Mar 14, 2024
- RAUM · $9.3B to $28BAug 30, 2023 to Mar 14, 2024
- HQ city · DUBLIN to DUBLIN 2May 5, 2023 to Aug 30, 2023
- Accounts · 11 to 9Jul 18, 2022 to Mar 31, 2023
- Advisory employees · 0 to 1Jul 18, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 9Jul 18, 2022 to Mar 31, 2023
- Employees · 15 to 26Jul 18, 2022 to Mar 31, 2023
- Discretionary RAUM · $8.9B to $9.3BJul 18, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $8.9B to $9.3BJul 18, 2022 to Mar 31, 2023
- RAUM · $8.9B to $9.3BJul 18, 2022 to Mar 31, 2023
- Accounts · 10 to 11Sep 29, 2021 to Mar 31, 2022
- Advisory employees · 1 to 0Sep 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 10 to 11Sep 29, 2021 to Mar 31, 2022
- Employees · 10 to 15Sep 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $7.8B to $8.9BSep 29, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $7.8B to $8.9BSep 29, 2021 to Mar 31, 2022
- RAUM · $7.8B to $8.9BSep 29, 2021 to Mar 31, 2022
- Accounts · 9 to 10May 11, 2021 to Sep 29, 2021
- Pooled vehicle clients · 9 to 10May 11, 2021 to Sep 29, 2021
Signals
22 dated events
- First Sentier Investors (Ireland) Limited reported RAUM $27.9B, up 199% from $9.3B (2023-08-30 to 2024-03-14)Mar 14, 2024 · RAUM change · derived
- Renee Amanda Gazal (Chief Operating Officer) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMar 14, 2024 · Control person joined · fact
- Clare Suzanne Evans (Global Chief Financial Officer) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2023-05-05, absent 2023-08-30)Aug 30, 2023 · Control person left · inference
- Valerie Bowens (Compliance Director) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2023-05-05, absent 2023-08-30)Aug 30, 2023 · Control person left · inference
- Simon Efe Atife (Senior Manager - Financial Accounting & Control) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2023-05-05, absent 2023-08-30)Aug 30, 2023 · Control person left · inference
- Claire Aoife Connolly (Capital And Financial Management Oversight Lead) appeared on Schedule A of First Sentier Investors (Ireland) LimitedAug 30, 2023 · Control person joined · fact
- Courtney Sharon Plunkett (Head Of Compliance) appeared on Schedule A of First Sentier Investors (Ireland) LimitedAug 30, 2023 · Control person joined · fact
- Joanna Galvin (Chief Compliance Officer) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2023-03-31, absent 2023-05-05)May 5, 2023 · Control person left · inference
- Valerie Bowens (Compliance Director) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMay 5, 2023 · Control person joined · fact
- Simon Efe Atife (Senior Manager - Financial Accounting & Control) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMay 5, 2023 · Control person joined · fact
- Daniel Shayne Salter (Head Of Finance Emea) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2022-07-18, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Clare Suzanne Evans (Global Chief Financial Officer) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMar 31, 2023 · Control person joined · fact
- Jane Lisa Warburton (Group General Counsel) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMar 31, 2023 · Control person joined · fact
- John Adrian Hilderly (Chief Executive Director, Head Of Fsi Ireland) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2022-03-31, absent 2022-07-18)Jul 18, 2022 · Control person left · inference
- Derek Raymond Cullivan (Head Of Fsi Ireland) appeared on Schedule A of First Sentier Investors (Ireland) LimitedJul 18, 2022 · Control person joined · fact
- Bede Timothy Mcmanus (Cfo Senior Manager, Finance And Investment Tax) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2021-09-29, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Daniel Shayne Salter (Head Of Finance Emea) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMar 31, 2022 · Control person joined · fact
- First Sentier Investors (Ireland) Limited reported RAUM $7.8B, up 55% from $5.0B (2021-05-11 to 2021-09-29)Sep 29, 2021 · RAUM change · derived
- Richard Christian Turpin (Non-Executive Director) no longer on Schedule A of First Sentier Investors (Ireland) Limited (listed 2021-02-25, absent 2021-05-11)May 11, 2021 · Control person left · inference
- Nicholas Gary Cotton (Non-Executive Director) appeared on Schedule A of First Sentier Investors (Ireland) LimitedMay 11, 2021 · Control person joined · fact
- Bede Timothy Mcmanus (Cfo Senior Manager, Finance And Investment Tax) appeared on Schedule A of First Sentier Investors (Ireland) LimitedFeb 22, 2021 · Control person joined · fact
- First State Investments (Ireland) Limited filed its initial SEC registration (Form ADV)Feb 7, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- First Sentier Investors (ireland) Limited · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- firstsentiergroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +353(0) 1 669 4868reportedpublic record, Form ADV, Jun 15, 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