{
  "crd_number": 290709,
  "slug": "allegro-funds-pty-ltd-sydney-nsw-290709",
  "primary_business_name": "ALLEGRO FUNDS PTY LTD",
  "legal_name": "ALLEGRO FUNDS PTY LTD",
  "dbas": [],
  "city": "Sydney, Nsw",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2018-08-08",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://allegrofunds.com.au",
    "https://linkedin.com/company/allegro-funds-pty-ltd"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290709",
  "city_as_filed": "SYDNEY, NSW",
  "url": "https://advisorcensus.com/firm/allegro-funds-pty-ltd-sydney-nsw-290709",
  "display_name": "Allegro Funds Pty Ltd",
  "summary": "Allegro Funds Pty Ltd is an exempt reporting adviser in Sydney, Nsw, Australia, filing reports since 2018. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Allegro Funds Pty Ltd (CRD 290709): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Allegro Funds Pty Ltd located?",
      "a": "Allegro Funds Pty Ltd's principal office is in Sydney, Nsw, Australia, according to its Form ADV."
    },
    {
      "q": "How does Allegro Funds Pty Ltd report to regulators?",
      "a": "Allegro Funds Pty Ltd is an exempt reporting adviser, filing reports since 2018. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 290709."
    },
    {
      "q": "Does Allegro Funds Pty Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290709"
    },
    {
      "q": "What changed in Allegro Funds Pty Ltd's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/allegro-funds-pty-ltd-sydney-nsw-290709.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290709",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}