{
  "crd_number": 290594,
  "slug": "t-rowe-price-australia-limited-sydney-nsw-290594",
  "primary_business_name": "T. ROWE PRICE AUSTRALIA LIMITED",
  "legal_name": "T. ROWE PRICE AUSTRALIA LIMITED",
  "dbas": [],
  "city": "Sydney, Nsw",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 16709888821.0,
  "raum_discretionary": 16709888821.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 55,
  "advisory_employees": 27,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 200562705.0,
      "count": null,
      "description": "SMA PROGRAM CLIENTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 1591700406.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 114826187.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 14794548616.0,
      "count": 31
    },
    "corporations_other_businesses": {
      "raum": 8250907.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD"
  ],
  "websites": [
    "https://linkedin.com/company/t-rowe-price-australia",
    "https://troweprice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290594",
  "city_as_filed": "SYDNEY, NSW",
  "url": "https://advisorcensus.com/firm/t-rowe-price-australia-limited-sydney-nsw-290594",
  "display_name": "T. Rowe Price Australia Limited",
  "summary": "T. Rowe Price Australia Limited is an SEC-registered investment advisory firm in Sydney, Nsw, Australia, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. T. Rowe Price Australia Limited (CRD 290594): 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 individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "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 T. Rowe Price Australia Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), T. Rowe Price Australia Limited 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 T. Rowe Price Australia Limited located?",
      "a": "T. Rowe Price Australia Limited's principal office is in Sydney, Nsw, Australia, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is T. Rowe Price Australia Limited registered with the SEC or a state?",
      "a": "T. Rowe Price Australia Limited is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290594."
    },
    {
      "q": "How much does T. Rowe Price Australia Limited manage?",
      "a": "T. Rowe Price Australia Limited reports $16,709,888,821 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have T. Rowe Price Australia Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for T. Rowe Price Australia Limited: Regulatory assets under management: $13,908,417,334 in the October 2021 data and $16,709,888,821 in the October 2026 data, up 20%. Total employees: 40 in October 2021 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does T. Rowe Price Australia Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31); investment companies (10)."
    },
    {
      "q": "Which custodians does T. Rowe Price Australia Limited use?",
      "a": "T. Rowe Price Australia Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does T. Rowe Price Australia 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/290594"
    },
    {
      "q": "What changed in T. Rowe Price Australia Limited's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 13908417334.0,
      "total_employees": 40,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15602931205.0,
      "total_employees": 50,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11127123556.0,
      "total_employees": 47,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14900499661.0,
      "total_employees": 58,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 17504947128.0,
      "total_employees": 60,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16709888821.0,
      "total_employees": 55,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 28 to 27."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Chase",
      "name_as_filed": "JP MORGAN CHASE",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/t-rowe-price-australia-limited-sydney-nsw-290594.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1591700406.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 14794548616.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 114826187.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 8250907.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 200562705.0
    }
  ],
  "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/290594",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}