Dfa Australia Limited is a large advisory firm based in Sydney. It manages $219.6 billion of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Dfa Australia Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dfa Australia Limited is $219.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 42826% since the beginning of its operation, and $6.03 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Dfa Australia Limited for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Nigel Alan Douglas Stewart is investment companies with 58 clients and $203.83 billion of assets under management. Among the 11 most similar advisory firms, Dfa Australia Limited has the 5th highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $217.82 billion for 94 clients. 15% of the firm’s clients are foreign persons or businesses.
Dfa Australia Limited also advises several private funds.
The company employs 93 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nigel Alan Douglas Stewart has been acting as President since 1 Aug 1994. Gerard Kieran O'reilly joined the executive team most recently as the Director, Chief Investment Officer And Vice President.
The principal office where Dfa Australia Limited performs its advisory services is located at Level 43, Sydney, 2000 The mailing address of the firm is P.O. Box R1830, Sydney, 1225. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +61 (2) 8336 7100 or by fax +61 (2) 8336 7195. The normal business hours are 8:00 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at au.dimensional.com and its LinkedIn profile.