ARGYLE CAPITAL PARTNERS PTY LTD

UUID09183aea-40e1-54ea-be90-f03e4222c722

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:58

Updated2025-10-23 02:24:29

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	318831	318831	—	1.0
sec_file_number	802-123764	802-123764	—	—

HQ CityBRISBANE, QLD

HQ StateNone

HQ CountryAustralia

AUM (USD)—

AUM As OfNone

As of 2024-08-29 00:00:00 • Source ia09022025-exempt.xlsx

Name	Title	Role	Email	Evidence
KERBER, LOUISE, K.	INVESTMENT DIRECTOR	OFFICER	—	{"filing_id": "2013539", "owner_id": "7520797", "source": "adv_part1", "table": "Schedule_A_B"}
Morison, Kim, Scott	CHAIRMAN AND CIO	OFFICER	—	{"filing_id": "2013539", "owner_id": "6712732", "source": "adv_part1", "table": "Schedule_A_B"}
O'CONNOR, BRENDAN, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2013539", "owner_id": "7962098", "source": "adv_part1", "table": "Schedule_A_B"}
SANTUCCI, EMILY, C.	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2013539", "owner_id": "7520799", "source": "adv_part1", "table": "Schedule_A_B"}
ARGYLE GROUP HOLDINGS PTY LTD	100% SHAREHOLDER OF ARGYLE CAPITAL PARTNERS PTY LTD	EMPLOYEE	—	{"filing_id": "2013539", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
REGAL PARTNERS LIMITED	40% OWNER IN ARGYLE GROUP HOLDINGS	EMPLOYEE	—	{"filing_id": "2013539", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WARRAWILLA HOLDINGS PTY LTD	50% OWNER OF ARGYLE GROUP HOLDINGS PTY LTD	EMPLOYEE	—	{"filing_id": "2013539", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.