Challenger Managed Investments (International) Pty Limited (Sydney)

Challenger Managed Investments (International) Pty Limited is a large advisory firm based in Sydney. It manages $53.7 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006.

Challenger Managed Investments (International) Pty Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Challenger Managed Investments (International) Pty Limited: assets under management

The assets under management (AUM) of Challenger Managed Investments (International) Pty Limited is $53.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 597% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Challenger Managed Investments (International) Pty Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Challenger Managed Investments (International) Pty Limited

Robert William Adams has been acting as President since 1 Jul 2006. Luke William Macredmond joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert William Adams	Director	1 Jul 2006	Other	4343289
Challenger Wealth Management Pty Limited	Shareholder	1 Jul 2006	75% - 100%	foreign entity
Andrew Raymond Landman	Director	1 Jul 2006	Other	5216192
Alan David Sheen	Director	1 Jul 2006	Other	5216191
Challenger Funds Management Holdings Pty Limited	Shareholder	1 Jul 2006	75% - 100%	foreign entity
Jillian Sheila Haggerty	Chief compliance officer	1 Oct 2006	Other	5216193
Christopher James Durack	Director	1 Jul 2007	Other	5446321
Brendan John O'connor	Director	1 Jan 2009	Other	5661818
Luke William Macredmond	Director	1 Apr 2009	Other	5709874

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Cfsg Holdings No. 2 (Victoria) Pty Limited	Shareholder	1 Apr 2004	75% - 100%	foreign entity
Challenger Financial Services Group Limited	Shareholder	1 Apr 2004	75% - 100%	foreign entity
Challenger Group Holdings Limited	Shareholder	1 May 2005	75% - 100%	foreign entity

Based in Sydney

The principal office where Challenger Managed Investments (International) Pty Limited performs its advisory services is located at Level 15, Sydney, 2000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011 61 2 9994 7000 or by fax 011 61 2 9994 7777. The normal business hours are 9.00am to 5.00pm on Monday - Friday.