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.

Private fund

Ausbil Active Sustainable Equity Fund

Other Private Fundadvised byAusbil Investment Management Limitedother805-1372311038no longer reportedIAPD
Gross asset value
$17.8M
as of Mar 2, 2020; not a fund size
Peak GAV
$17.8M
highest filing
Owners
8
beneficial owners reported
Minimum investment
$14,100
as reported
Adviser and related own
55%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
55%
Reported
2 filings
Mar 28, 2019 to Mar 2, 2020
Reporting history
one row per Form ADV filing
Gross asset value$17.8M as of Mar 2, 2020
Mar 28, 2019$14.1M then
Owners8 as of Mar 2, 2020
Mar 28, 20194 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Australiareported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
none reportedreported
Type as written
MANAGEMENT INVESTMENT SCHEMES REGISTERED UNDER THE AUSTRALIAN CORPORATIONS ACTreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Nab Asset Servicing
    Melbourne, Victoria, Australia · LEI F8SB4JFBSYQFRQEH3Z21
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
55%reportedadviser and related persons