Viburnum Funds Pty Ltd
- Regulatory AUM
- $276M
- Discretionary
- $256M
- Clients
- 9
- Avg AUM / client
- $30.7M
- Accounts
- 9
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Sep 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $75.7M | 27.4% |
| State or municipal government entities | 1 | $18.9M | 6.86% |
| Corporations and other businesses | 7 | $182M | 65.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $151M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vf Strategic Equities Fund | Hedge Fund | Australia | $151M | 60 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Employees' Retirement Plan Of Duke University Duke University | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen, Marshall, Kipling | Director And Managing Partner | Jul 2007 (19y) | Less than 5% | |
| Coleman, Craig, Evan | Director | Jul 2007 (19y) | 75% or more of Fatty Holdings Pty Ltd (indirect) | |
| Howarth, Sally, Louise | Trustee | Jul 2007 (19y) | GP / trustee / elected manager of Howarth Family Trust (indirect) | |
| Howarth, Anthony, John | Non Executive Director | Jul 2007 (19y) | Less than 5% | |
| St Quintin, David, Langdon | Company Secretary, Cco | Sep 2013 (13y) | 75% or more of Langlee Nominees Pty Ltd (indirect) | |
| Gilbey, Kylie, Jennifer | Trustee | May 2014 (12y) | GP / trustee / elected manager of Gilbeyallen Family Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gilbeyallen Investments Pty Ltd | Shareholder | May 2014 | A | 25% – 50% |
| Justin Court Holdings Pty Ltd | Shareholder | Jun 2023 | A | 25% – 50% |
| Langlee Trust | Shareholder | Aug 2020 | A | 10% – 25% |
| Howarth Family Trust | Shareholder | Jul 2007 | A | 5% – 10% |
| Gilbeyallen Family Trust | Shareholder | May 2014 | B | ≈ 18.75% – 50% via Gilbeyallen Investments Pty Ltd |
| Coleman Family Trust | Shareholder | Jun 2023 | B | ≈ 18.75% – 50% via Justin Court Holdings Pty Ltd |
| Fatty Holdings Pty Ltd | Trustee | Jul 2007 | B | GP / trustee / elected manager of Coleman Family Trust (indirect) |
| Langlee Nominees Pty Ltd | Trustee | Aug 2020 | B | GP / trustee / elected manager of Langlee Trust (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gilbeyallen Family Trust: 75% – 100% of Gilbeyallen Investments Pty Ltd × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Coleman Family Trust: 75% – 100% of Justin Court Holdings Pty Ltd × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $151M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vf Strategic Equities Fund | Hedge Fund | $151M | $50.0K | 60 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Employees' Retirement Plan Of Duke University | Duke University | 23,682 | $2.8B | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/25/2025 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 25, 2025.
View current Form ADV (SEC/IAPD) ↗