{ "crd_number": 299380, "slug": "antipodes-partners-limited-sydney-299380", "primary_business_name": "ANTIPODES PARTNERS LIMITED", "legal_name": "ANTIPODES PARTNERS LIMITED", "dbas": [], "city": "Sydney", "state": null, "country": "Australia", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-01-22", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-09-25", "carried_forward": false, "raum_total": 14631564478.0, "raum_discretionary": 14631564478.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 86, "advisory_employees": 66, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 9588895843.0, "count": 26, "description": "SMA'S/CIT'S" }, "pooled_investment_vehicles": { "raum": 5042668635.0, "count": 27 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://antipodespartners.com", "https://linkedin.com/company/antipodes-partners", "https://twitter.com/antipodesinvest" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299380", "city_as_filed": "SYDNEY", "url": "https://advisorcensus.com/firm/antipodes-partners-limited-sydney-299380", "display_name": "Antipodes Partners Limited", "summary": "Antipodes Partners Limited is an SEC-registered investment advisory firm in Sydney, Australia, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.", "citation": "AdvisorCensus. Antipodes Partners Limited (CRD 299380): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Antipodes Partners Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Antipodes Partners Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Antipodes Partners Limited charge?", "a": "Its Form ADV Part 2A brochure dated September 29, 2025 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Antipodes Partners Limited located?", "a": "Antipodes Partners Limited's principal office is in Sydney, Australia, according to its Form ADV." }, { "q": "Is Antipodes Partners Limited registered with the SEC or a state?", "a": "Antipodes Partners Limited is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299380." }, { "q": "How much does Antipodes Partners Limited manage?", "a": "Antipodes Partners Limited reports $14,631,564,478 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)." }, { "q": "How have Antipodes Partners Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for Antipodes Partners Limited: Regulatory assets under management: $7,913,143,594 in the October 2021 data and $14,631,564,478 in the October 2026 data, up 85%. Total employees: 34 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Antipodes Partners Limited serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); other (26)." }, { "q": "Does Antipodes Partners Limited report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299380" }, { "q": "What changed in Antipodes Partners Limited's recent Form ADV filings?", "a": "In the October 2026 filing data: Employees performing advisory functions went from 60 to 66." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 7913143594.0, "total_employees": 34, "filing_date": "2021-09-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6364000000.0, "total_employees": 40, "filing_date": "2022-09-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 6800000000.0, "total_employees": 45, "filing_date": "2023-09-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 6300000000.0, "total_employees": 39, "filing_date": "2024-09-16" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6300000000.0, "total_employees": 39, "filing_date": "2024-09-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 14631564478.0, "total_employees": 86, "filing_date": "2026-09-25" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Employees performing advisory functions went from 60 to 66." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Employees performing advisory functions went from 31 to 60.", "Regulatory assets under management went from $6,300,000,000 to $13,530,935,794 (+115%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated September 29, 2025", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1.5% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)" ], "quotes": [ "With respect to all share classes, the Firm receives an annual management fee ranging up to 1.5% per annum in respect of the net asset value (“NAV”)." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 1.5, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "With respect to all share classes, the Firm receives an annual management fee ranging up to 1.5% per annum in respect of the net asset value (“NAV”)." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/antipodes-partners-limited-sydney-299380.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 27, "fewer_than_5": false, "raum": 5042668635.0 }, { "type": "other", "label": "Other", "count": 26, "fewer_than_5": false, "raum": 9588895843.0 } ], "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/299380", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }