T. Rowe Price Australia Limited is a large advisory firm based in Sydney, New South Wales. It manages $4.05 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Maryland.
T. Rowe Price Australia Limited provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of T. Rowe Price Australia Limited is $4.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $4.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay T. Rowe Price Australia Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Keswaral Nmn Visuvalingham is pooled investment vehicles with 12 clients and $4.05 billion of assets under management. Among the 11 most similar advisory firms, T. Rowe Price Australia Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.05 billion for 12 clients. 100% of the firm’s clients are foreign persons or businesses.
T. Rowe Price Australia Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 32 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Keswaral Nmn Visuvalingham has been acting as President since 1 Apr 2018. Nicholas Scott Trueman joined the executive team most recently as the Director.
The principal office where T. Rowe Price Australia Limited performs its advisory services is located at Level 50, Governor Phillip Tower,, Sydney, New South Wales, 2000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 61 2 8667 5700. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at troweprice.com.