{
  "crd_number": 328316,
  "slug": "ma-investment-management-pty-ltd-sydney-new-south-wales-328316",
  "primary_business_name": "MA INVESTMENT MANAGEMENT PTY LTD",
  "legal_name": "MA INVESTMENT MANAGEMENT PTY LTD",
  "dbas": [],
  "city": "Sydney, New South Wales",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2023-10-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-01",
  "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://linkedin.com/company/mafinancial",
    "https://mafinancial.com",
    "https://youtube.com/@mafinancialgroup8656/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328316",
  "city_as_filed": "SYDNEY, NEW SOUTH WALES",
  "url": "https://advisorcensus.com/firm/ma-investment-management-pty-ltd-sydney-new-south-wales-328316",
  "display_name": "MA Investment Management Pty Ltd",
  "summary": "MA Investment Management Pty Ltd is an exempt reporting adviser in Sydney, New South Wales, Australia, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. MA Investment Management Pty Ltd (CRD 328316): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is MA Investment Management Pty Ltd located?",
      "a": "MA Investment Management Pty Ltd's principal office is in Sydney, New South Wales, Australia, according to its Form ADV."
    },
    {
      "q": "How does MA Investment Management Pty Ltd report to regulators?",
      "a": "MA Investment Management Pty Ltd is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 328316."
    },
    {
      "q": "Does MA Investment Management 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/328316"
    },
    {
      "q": "What changed in MA Investment Management Pty Ltd's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 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/ma-investment-management-pty-ltd-sydney-new-south-wales-328316.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/328316",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}