Eight Investment Partners Pty Limited (Sydney, Nsw)

Name: Eight Investment Partners Pty Limited
Address: Level 11, 131 Macquarie Street, Sydney, Nsw, 2000
Telephone: +61 2 8274 2088

Eight Investment Partners Pty Limited is an adviser based in Sydney, Nsw. It manages $32.38 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011.

Eight Investment Partners Pty Limited provides portfolio management for pooled investment vehicles 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.

Eight Investment Partners Pty Limited: assets under management

The assets under management (AUM) of Eight Investment Partners Pty Limited is $32.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eight Investment Partners Pty 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.

Careers at Eight Investment Partners Pty Limited

Kerry David Series has been acting as President since 1 Jan 2010. Michael Stephen Atf For The Walsh Family Trust Walsh joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sim International Investment Partners Australia Proprietary Limited	Owner	1 Sep 2009	50% - 75%	132 174 077
Kerry David Series	Director	1 Jan 2010	25% - 50%	5918670
Richard Ellis Steele	Ceo/chief compliance officer	1 Jan 2010	Other	5918684
Michael Stephen Atf For The Walsh Family Trust Walsh	Director	1 Jun 2015	25% - 50%	84

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sanlam Investment Holdings Limited	Owner	1 Sep 2008	75% - 100%	1998/022648/06
Sanlam Limited	Owner	1 Nov 2008	75% - 100%	1959/001562/06
Sanlam International Investment Partners Limited (Mauritius)	Owner	1 Dec 2008	75% - 100%	083796

Based in Sydney, Nsw

The principal office where Eight Investment Partners Pty Limited performs its advisory services is located at Level 11, 131 Macquarie Street, Sydney, Nsw, 2000 The mailing address of the firm is Po Box R1844, Royal Exchange, Nsw, 1225. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +61 2 8274 2088 or by fax +61 2 8274 2099. The normal business hours are 8:30am-5:30pm australian eastern standard time on Monday - Friday. You can find more information about the New York firm at 8ip.asia/.