Clients
Ausbil Investment Management Limited serves 43 clients, 25 of them other clients. The average client has about $334 million with the firm.
- Pooled investment vehicles16 clients32%
- Sovereign wealth funds and foreign official institutions1 clients10%
- Other25 clients56%
- Other investment advisers1 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 16 | $4,611,579,645 | 32.1% | $288.2M |
| Other investment advisers | 1 | $263,439,927 | 1.8% | $263.4M |
| Sovereign wealth funds and foreign official institutions | 1 | $1,478,415,488 | 10.3% | $1.48B |
| Other | 25 | $7,998,854,709 | 55.7% | $320.0M |
| Total | 43 | $14,352,289,769 | 100% | $333.8M |
- Clients
- 16
- Regulatory AUM
- $4,611,579,645
- Share
- 32.1%
- Avg. per client
- $288.2M
- Clients
- 1
- Regulatory AUM
- $263,439,927
- Share
- 1.8%
- Avg. per client
- $263.4M
- Clients
- 1
- Regulatory AUM
- $1,478,415,488
- Share
- 10.3%
- Avg. per client
- $1.48B
- Clients
- 25
- Regulatory AUM
- $7,998,854,709
- Share
- 55.7%
- Avg. per client
- $320.0M
Total
- Clients
- 43
- Regulatory AUM
- $14,352,289,769
- Share
- 100%
- Avg. per client
- $333.8M
What it does
Ausbil Investment Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Ausbil Investment Management Limited provided financial planning to 0 clients last fiscal year and advises 4 private funds.
93.9% of assets ($13.48B across 34 accounts) are managed with discretion; $877.2M across 15 accounts are not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks99%
- Cash1%
Custodians
Ausbil Investment Management Limited does not have custody of client assets.
- All other custodians$14.35B100%
Ownership and leadership
New York Life Investment Management LLC owns 75% or more of Ausbil Investment Management Limited, and Mark Knight is its CEO.
- Owns 75% or more of Ausbil Investment Management Limited
New York Life Investment Management LLC
Control person · since November 2014
- Owns 75% or more of New York Life Investment Management LLC
New York Life Insurance Company
Control person · since February 2014
- Owns 5% to 10% of Ausbil Investment Management Limited
Paul Xiradis
Control person · since April 1997
Leadership
- Mark KnightChief Executive Officer, Director, Company Secretary
- Vasiliki GemisisDirector, Chief Financial Officer
- Tyson CannizzaroChief Compliance Officer
- Naim Abou-JaoudeDirector
- Kristy DoGeneral Counsel and Company Secretary
- Morgan GlaserDirector
- Francis HarteDirector
- Melissa KuanDirector
- Paul XiradisExecutive Chairman, Director
Staff
- 72 employees
- 33 in advisory functions
- 2 soliciting firms
Fees
Ausbil Investment Management Limited is paid through a percentage of assets under management.
Ausbil Investment Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ausbil Investment Management Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Ausbil Investment Management Limited
- Headquarters
- Level 27, Grosvenor Place 225 George Street, Sydney, Australia NSW 2000
- Phone
- 61292590230
- Website
- Not reported
- SEC file
- 801-118742
- Structure
- corporation organized in Australia
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ausbil Investment Management Limited have?
Ausbil Investment Management Limited has 43 clients and manages $14.4 billion for them, as of March 2026. They include 25 other clients, 16 pooled investment vehicles and 1 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Ausbil Investment Management Limited offer?
Ausbil Investment Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ausbil Investment Management Limited have?
Ausbil Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 72 employees, and 33 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ausbil Investment Management Limited invest in?
At the end of its last fiscal year, Ausbil Investment Management Limited’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ausbil Investment Management Limited?
Ausbil Investment Management Limited is owned through a holding company by New York Life Insurance Company. Its direct owners are New York Life Investment Management LLC (75% or more) and Paul Xiradis (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Ausbil Investment Management Limited get paid?
Ausbil Investment Management Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file