Platinum Investment Management Limited is a large advisory firm based in Sydney. It manages $16.43 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2012.
Platinum Investment Management Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Platinum Investment Management Limited is $16.43 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and $16.43 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Platinum Investment Management Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Elizabeth Ann Norman is pooled investment vehicles with 15 clients and $14.22 billion of assets under management. Among the 9 most similar advisory firms, Platinum Investment Management Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $16.43 billion for 20 clients. 100% of the firm’s clients are foreign persons or businesses.
Platinum Investment Management Limited also advises several private funds. Namely, eleven hedge funds. The minimum investment commitment required of non-related persons ranges from $6,734 to $250,000.
The company employs 113 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Elizabeth Ann Norman has been acting as President since 1 May 2015. Matthew Robert Githens joined the executive team most recently as the Chief Compliance Officer.
The principal office where Platinum Investment Management Limited performs its advisory services is located at Level 8, 7 Macquarie Place, Sydney, Nsw 2000, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 61 2 9255 7576 or by fax 61 2 9254 5576. The normal business hours are 9:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at platinum.com.au.