SYDNEY, NSWCRD 312601Latest ADV September 26, 2025
Ardea Investment Management is an SEC registered investment adviser with a primary office location in Sydney, NSW. Its latest Form ADV filing, dated September 26, 2025, reports $6.3B in regulatory assets under management, 32 employees, 1 office, and 11 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 36.4% of total clients.
Top client categories% of clientsClients
1
Corporations
36.4%
4
2
Pooled Investment Vehicles
27.3%
3
3
Government
18.2%
2
4
Insurance Cos.
18.2%
2
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of September 26, 2025
Discretionary100.0%
$6.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.3B
Total Accounts11
10Y AUM Change$-8.6B (-57.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee0:1
10Y Employee Change+12 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.