BONDI JUNCTION, NEW SOUTH WALESCRD 335630Registration Status: ApprovedEffective since April 27, 2026Latest ADV March 27, 2026
Edgeworth Capital Pty Ltd is an SEC registered investment adviser with a primary office location in Bondi Junction, New South Wales. Its latest Form ADV filing, dated March 27, 2026, reports $331M in regulatory assets under management, 4 employees, and 7 accounts.
Assets Under Management
$331M
Employees
4
Offices
--
Total Clients
7
Primary office
BONDI JUNCTION, NEW SOUTH WALES
101 GRAFTON STREET, LEVEL 22, BONDI JUNCTION, NEW SOUTH WALES, Australia
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentSEPARATELY MANAGED ACCOUNTS represent 71.4% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNTS
71.4%
5
2
BDCs
28.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 27, 2026
Discretionary100.0%
$331M
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$331M
Total Accounts7
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.