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Ardea Investment Management Pty Limited

● SEC registered since 2021CRD 312601SEC# 801-120437Sydney, Nsw
Export (members)
Reg. AUM
$3.47B
Employees
29
Accounts
10
Location
Sydney, Nsw

About Ardea Investment Management Pty Limited

Ardea Investment Management is a specialist relative value fixed income manager serving institutional, wholesale, and retail clients. Its pure relative value approach is designed to be independent of the prevailing interest rate environment and broader bond market direction.
Summary based on the firm’s website.

Ardea Investment Management Pty Limited assets under management

Ardea Investment Management Pty Limited is an investment advisory firm registered with the SEC based in Sydney, Nsw. The firm has been registered since 2021. It reports $3.5 billion in regulatory assets under management and employs 29 people.

Ardea Investment Management Pty Limited owners & executives

16 reported
NameTitleOwnershipSince
Alexander Family Investments Pty Ltd. ControlOwner25-50%2008
Benjamin John Alexander ControlCo-CioUnder 5%2008
Fidante Partners Ardea Holdings Pty Limited ControlOwner50-75%2008
Gopinath Karunakaran ControlCo-CioUnder 5%2017
Hamlyn Group Pty Ltd ControlOwner5-10%2008
Nicholas Han Sheng Gan ControlDirectorUnder 5%2024
Pauline Bernadette Vamos ControlDirectorUnder 5%2025
S&k Clout Nominees Pty Ltd ControlOwner5-10%2008
Stephen Ross Clout ControlCeo/Cco/CooUnder 5%2008
Benjamin John Alexander ControlOwnerOver 75%2008
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Frequently asked questions

How much does Ardea Investment Management Pty Limited manage?

Ardea Investment Management Pty Limited reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Ardea Investment Management Pty Limited have?

Ardea Investment Management Pty Limited reports 29 employees.

Where is Ardea Investment Management Pty Limited located?

Ardea Investment Management Pty Limited is based in Sydney, Nsw and has been SEC-registered since 2021.

Does Ardea Investment Management Pty Limited disclose fund performance?

Ardea Investment Management Pty Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLevel 2, 5 Martin Place, Sydney, Nsw 2000
Phone61 2 9994 7000
Office hours8a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$3.47B▼ 63%
Mar '25 — $9.47BApr '25 — $9.47BMay '25 — $9.47BJun '25 — $9.47BJul '25 — $9.47BAug '25 — $9.47BSep '25 — $6.3BOct '25 — $6.3BNov '25 — $6.3BDec '25 — $6.3BJan '26 — $6.3BFeb '26 — $6.3BMar '26 — $6.3BApr '26 — $6.3BMay '26 — $6.3BJun '26 — $6.3BJul '26 — $6.3BAug '26 — $6.3BSep '26 — $3.47BOct '26 — $3.47B
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,389 advisers
EmployeesTop 18%
More than 82% of 16,799 advisers

Assets under management

$3.47Bregulatory AUM
Discretionary $3.47B