{"url":"https://nivawealth.com/firms/first-sentier-investors-ireland-limited-304423","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304423","regulatoryAum":28499556638,"crd":"304423","secFileNumber":"801-118194","legalName":"First Sentier Investors (ireland) Limited","displayName":"First Sentier Investors (ireland) Limited","website":null,"founded":null,"organization":"corporation organized in Ireland","fiscalYearEnd":"December","headquarters":{"street":"21 Charlemont Place, Saint Kevin'S","city":"Dublin 2","state":"","stateName":"","country":"Ireland","postalCode":"D02 WV10"},"tradeNames":["Igneo Infrastructure Partners"],"registration":{"secApproved":"22 March 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":45,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":28499556638,"discretionaryAccounts":21,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":77862455},{"label":"Pooled investment vehicles","clients":20,"regulatoryAum":28421694183}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"First Sentier Investors (ireland) Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Harry Moore","title":"Group Chief Executive Officer","crd":"7170791"},{"name":"Ashley Conn","title":"Chief Financial and Strategy Officer","crd":"4981615"},{"name":"Amanda Gazal","title":"Chief Operating Officer","crd":"7869468"},{"name":"Peter Blessing","title":"Independent Non-Executive Director","crd":"7126928"},{"name":"Aoife Connolly","title":"Capital and Financial Management Oversight Lead","crd":"7803234"},{"name":"Raymond Cullivan","title":"Head of Fsi Ireland","crd":"7600114"},{"name":"Ada Harte","title":"Non-Executive Director","crd":"6176481"},{"name":"Baronet Kerry-Leigh","title":"Non-Executive Director","crd":"8048656"},{"name":"Sharon Plunkett","title":"Head of Compliance","crd":"7803273"},{"name":"Lisa Warburton","title":"Group General Counsel","crd":"7658611"},{"name":"Bronwyn Wright","title":"Independent Non-Executive Director","crd":"7126916"}],"ownership":[{"label":"First Sentier Investors Uk Holdings Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since December 2018."},{"label":"First Sentier Group Limited","detail":"Indirect owner: a shareholder of First Sentier Investors Uk Holdings Limited in the 75% or more band and a control person, since August 2019.","parent":"First Sentier Investors Uk Holdings Limited"},{"label":"Mitsubishi Ufj Trust and Banking Corporation","detail":"Indirect owner: a shareholder of First Sentier Group Limited in the 75% or more band and a control person, since August 2019.","parent":"First Sentier Group Limited"},{"label":"Mitsubishi Ufj Financial Group Inc.","detail":"Indirect owner: a shareholder of Mitsubishi Ufj Trust and Banking Corporation in the 75% or more band and a control person, since August 2019.","parent":"Mitsubishi Ufj Trust and Banking Corporation"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"353016694868","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"15 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304423/PDF/304423.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does First Sentier Investors (ireland) Limited have?","answer":"First Sentier Investors (ireland) Limited has 21 clients and manages $28.5 billion for them, as of June 2026. They include 20 pooled investment vehicles and 1 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does First Sentier Investors (ireland) Limited offer?","answer":"First Sentier Investors (ireland) Limited provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does First Sentier Investors (ireland) Limited have?","answer":"First Sentier Investors (ireland) Limited has 0 investment adviser representatives registered with state securities authorities, out of 45 employees, and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns First Sentier Investors (ireland) Limited?","answer":"First Sentier Investors (ireland) Limited is owned through a chain of holding companies by Mitsubishi Ufj Financial Group Inc. Its direct owner is First Sentier Investors Uk Holdings Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does First Sentier Investors (ireland) Limited get paid?","answer":"First Sentier Investors (ireland) Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}