Andaz Private Investments Pty Ltd is an adviser based in Sydney,Nsw. It manages $800 thousand of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018.
Andaz Private Investments Pty provides portfolio management for individuals and small businesses 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 Andaz Private Investments Pty Ltd is $800 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 300% since the beginning of its operation, and $750 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Andaz Private Investments Pty Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No 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.
The principal office where Andaz Private Investments Pty Ltd performs its advisory services is located at 1188/1 Steam Mill Lane, Haymarket, Sydney,Nsw, 2000, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number + 61 416 883 881. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/andaz-private-investments/ and its LinkedIn profile.