{
  "crd_number": 174628,
  "slug": "viburnum-funds-pty-ltd-nedlands-174628",
  "primary_business_name": "VIBURNUM FUNDS PTY LTD",
  "legal_name": "VIBURNUM FUNDS PTY LTD",
  "dbas": [],
  "city": "Nedlands",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-27",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 219386400.0,
  "raum_discretionary": 196867510.0,
  "raum_non_discretionary": 22518890.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 22209785.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 48914705.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 148261910.0,
      "count": 9
    }
  },
  "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": [
    "TX"
  ],
  "websites": [
    "https://viburnumfunds.com.au"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174628",
  "city_as_filed": "NEDLANDS",
  "url": "https://advisorcensus.com/firm/viburnum-funds-pty-ltd-nedlands-174628",
  "display_name": "Viburnum Funds Pty Ltd",
  "summary": "Viburnum Funds Pty Ltd is an SEC-registered investment advisory firm in Nedlands, Australia, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Viburnum Funds Pty Ltd (CRD 174628): 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 Viburnum Funds Pty Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Viburnum Funds Pty Ltd 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 Viburnum Funds Pty Ltd located?",
      "a": "Viburnum Funds Pty Ltd's principal office is in Nedlands, Australia, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Viburnum Funds Pty Ltd registered with the SEC or a state?",
      "a": "Viburnum Funds Pty Ltd is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 174628."
    },
    {
      "q": "How much does Viburnum Funds Pty Ltd manage?",
      "a": "Viburnum Funds Pty Ltd reports $219,386,400 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (90% discretionary)."
    },
    {
      "q": "How have Viburnum Funds Pty Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Viburnum Funds Pty Ltd: Regulatory assets under management: $506,642,723 in the October 2021 data and $219,386,400 in the October 2026 data, down 57%. Total employees: 14 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Viburnum Funds Pty Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); pooled investment vehicles (other than investment companies and business development companies) (3); state or municipal government entities (including government pension plans) (1)."
    },
    {
      "q": "Does Viburnum 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 SEC record: https://adviserinfo.sec.gov/firm/summary/174628"
    },
    {
      "q": "What changed in Viburnum Funds Pty Ltd's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $276,371,801 to $219,386,400 (-21%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 506642723.0,
      "total_employees": 14,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 405252545.0,
      "total_employees": 13,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 343830005.0,
      "total_employees": 13,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 357348583.0,
      "total_employees": 13,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 357348583.0,
      "total_employees": 13,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 219386400.0,
      "total_employees": 13,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $276,371,801 to $219,386,400 (-21%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 11 to 10.",
        "Regulatory assets under management went from $357,348,583 to $276,371,801 (-23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/viburnum-funds-pty-ltd-nedlands-174628.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 48914705.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 22209785.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 148261910.0
    }
  ],
  "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/174628",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}