{
  "crd_number": 283670,
  "slug": "first-sentier-investors-barangaroo-nsw-283670",
  "primary_business_name": "FIRST SENTIER INVESTORS",
  "legal_name": "FIRST SENTIER INVESTORS (AUSTRALIA) INFRASTRUCTURE MANAGERS PTY",
  "dbas": [
    "IGNEO INFRASTRUCTURE PARTNERS"
  ],
  "city": "Barangaroo Nsw",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-08-12",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 3638138695.0,
  "raum_discretionary": 3638138695.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 35,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 3638138695.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://au.linkedin.com/company/first-sentier-group",
    "https://firstsentiergroup.com",
    "https://firstsentierinvestors.com.au",
    "https://igneoip.com",
    "https://linkedin.com/company/first-sentier-investors",
    "https://linkedin.com/company/igneo-infrastructure-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283670",
  "city_as_filed": "BARANGAROO NSW",
  "url": "https://advisorcensus.com/firm/first-sentier-investors-barangaroo-nsw-283670",
  "display_name": "First Sentier Investors",
  "summary": "First Sentier Investors is an SEC-registered investment advisory firm in Barangaroo Nsw, Australia, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. First Sentier Investors (CRD 283670): 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)"
  ],
  "quick_answers": [
    {
      "q": "How is First Sentier Investors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), First Sentier Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is First Sentier Investors located?",
      "a": "First Sentier Investors' principal office is in Barangaroo Nsw, Australia, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is First Sentier Investors registered with the SEC or a state?",
      "a": "First Sentier Investors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283670."
    },
    {
      "q": "How much does First Sentier Investors manage?",
      "a": "First Sentier Investors reports $3,638,138,695 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have First Sentier Investors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for First Sentier Investors: Regulatory assets under management: $1,306,415,254 in the October 2021 data and $3,638,138,695 in the October 2026 data, up 178%. Total employees: 36 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does First Sentier Investors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does First Sentier Investors 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/283670"
    },
    {
      "q": "What changed in First Sentier Investors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1306415254.0,
      "total_employees": 36,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2423020062.0,
      "total_employees": 43,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2906928592.0,
      "total_employees": 38,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3054308443.0,
      "total_employees": 36,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3169016467.0,
      "total_employees": 33,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3638138695.0,
      "total_employees": 35,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,169,016,467 to $3,638,138,695 (+15%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its office addresses in New York, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/first-sentier-investors-barangaroo-nsw-283670.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3638138695.0
    }
  ],
  "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/283670",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
