ARDEA INVESTMENT MANAGEMENT PTY LIMITED

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ARDEA INVESTMENT MANAGEMENT PTY LIMITED

UUIDda502972-fbea-55b1-99bf-7376ffe745a7

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:57

Updated2025-10-23 02:24:37

Available Loaders

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.

Open
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.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	312601	312601	—	1.0
lei	549300B41DHMH1TECB06	549300B41DHMH1TECB06	—	—
sec_file_number	801-120437	801-120437	—	—

Profile

Websitehttps://www.ardea.com.au/

HQ CitySYDNEY, NSW

HQ StateNone

HQ CountryAustralia

AUM (USD)—

AUM As OfNone

Aliases:

ARDEA INVESTMENT MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)9,465,144,095.0
RAUM (discretionary)9,465,144,095.0
Actionable assets9,465,144,095.0
Accounts14.0

Institutional Clients

Government AUM2,095,420,718.0
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-03-13 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ALEXANDER FAMILY INVESTMENTS PTY LTD.	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALEXANDER, BENJAMIN, JOHN	CO-CIO	OFFICER	—	{"filing_id": "2005817", "owner_id": "7331377", "source": "adv_part1", "table": "Schedule_A_B"}
CHALLENGER FUNDS MANAGEMENT HOLDINGS PTY	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CHALLENGER GROUP HOLDINGS LIMITED	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CHALLENGER LIMITED	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Clout, Stephen, Ross	CEO/CCO/COO	OFFICER	—	{"filing_id": "2005817", "owner_id": "7362818", "source": "adv_part1", "table": "Schedule_A_B"}
FIDANTE PARTNERS ARDEA HOLDINGS PTY LIMITED	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIDANTE PARTNERS HOLDINGS PTY LIMITED	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Gan, Nicholas, Han Sheng	DIRECTOR	OFFICER	—	{"filing_id": "2005817", "owner_id": "8009869", "source": "adv_part1", "table": "Schedule_A_B"}
HAMLYN GROUP PTY LTD	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Hamlyn, Tamar	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": "7362816", "source": "adv_part1", "table": "Schedule_A_B"}
Karunakaran, Gopinath	CO-CIO	OFFICER	—	{"filing_id": "2005817", "owner_id": "7438714", "source": "adv_part1", "table": "Schedule_A_B"}
S&K CLOUT NOMINEES PTY LTD	OWNER	OFFICER	—	{"filing_id": "2005817", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VAMOS, PAULINE, BERNADETTE	DIRECTOR	OFFICER	—	{"filing_id": "2005817", "owner_id": "8057700", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/26/2025 07:40:56 AM",
  "filing_id": "2005817",
  "reg_type": "IA"
}
```

ARDEA INVESTMENT MANAGEMENT PTY LIMITED

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1