Colonial First State Managed Infrastructure Limited is a large advisory firm based in Barangaroo, Nsw. It manages $5.64 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2016.
Colonial First State Managed Infrastructure 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.
The assets under management (AUM) of Colonial First State Managed Infrastructure Limited is $5.64 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 274% since the beginning of its operation, and $5.64 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Colonial First State Managed Infrastructure 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 firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Mark John Lazberger is pooled investment vehicles with 23 clients and $4.96 billion of assets under management. Among the 9 most similar advisory firms, Colonial First State Managed Infrastructure Limited has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.64 billion for 31 clients. 100% of the firm’s clients are foreign persons or businesses.
Colonial First State Managed Infrastructure Limited also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 36 people that are either part- or full-time employees. 64 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.
Mark John Lazberger has been acting as President since 1 Oct 2013. Suzanne Clare Evans joined the executive team most recently as the Chief Financial Officer.
The principal office where Colonial First State Managed Infrastructure Limited performs its advisory services is located at Level 5 Tower 3, International Towers, Barangaroo, Nsw, 2000, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +61 2 9303 4155. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at cfsgam.com.au and its LinkedIn profile.