First Sentier Investors (Australia) Re Ltd
- Regulatory AUM
- $6.8B
- Discretionary
- $6.8B
- Clients
- 25
- Avg AUM / client
- $273M
- Accounts
- 25
- Employees
- 55
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $5.8B | 84.3% |
| Pension and profit sharing plans | 3 | $623M | 9.13% |
| Insurance companies | 1 | $19.8M | 0.29% |
| Sovereign wealth funds and foreign official institutions | 1 | $371M | 5.43% |
| Corporations and other businesses | 1 | $54.9M | 0.8% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $7.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Diversified Infrastructure Fund master | Hedge Fund | Australia | $7.3B | 114 |
| First Sentier Investors Infrastructure Income Fund/First Sentier Investors Active Infrastructure Income Fund | Private Equity Fund | Australia | $619M | 13 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steinberg, Mark, David | Chief Executive Officer, Director | Oct 2018 (8y) | Less than 5% | |
| Evans, Suzanne, Clare | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Warburton, Lisa, Jane | Group General Counsel | Apr 2023 (3y) | Less than 5% | |
| Dowling, Kate, Lucinda | Director | May 2023 (3y) | Less than 5% | |
| Prendiville, Lauren | Director | May 2023 (3y) | Less than 5% | |
| Gazal, Amanda, Renee | Chief Operating Officer | Feb 2024 (3y) | Less than 5% | |
| Tetley, Emma, Kathryn | Chief Compliance Officer, Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| First Sentier Investors Holdings Pty Limited | Beneficial Owner | Aug 2019 | A | 75% or more |
| Mitsubishi Ufj Trust And Banking Corporation | Shareholder | Aug 2019 | B | ≈ 56.25% – 100% via First Sentier Investors Holdings Pty Limited |
| Mitsubishi Ufj Financial Group, Inc. | Head Parent Company | Oct 2005 | B | ≈ 42.19% – 100% via Mitsubishi Ufj Trust And Banking Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mitsubishi Ufj Trust And Banking Corporation: 75% – 100% of First Sentier Investors Holdings Pty Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Mitsubishi Ufj Financial Group, Inc.: 75% – 100% of Mitsubishi Ufj Trust And Banking Corporation × 75% – 100% of First Sentier Investors Holdings Pty Limited × 75% – 100% direct ≈ 42.19% – 100% 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 (2, $7.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Diversified Infrastructure Fund | Hedge Fund | $7.3B | $5.0M | 114 |
| First Sentier Investors Infrastructure Income Fund/First Sentier Investors Active Infrastructure Income Fund | Private Equity Fund | $619M | $5.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.98 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
Reported custodians
- Citigroup Pty Limited $540M (6% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗