Maple Brown Abbott Limited is a large advisory firm based in Sydney. It manages $9.81 billion of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2015.
Maple Brown Abbott Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and act as responsible entity/trustee for some of the pooled investment vehicles for which we provide portfolio management services. 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 Maple Brown Abbott Limited is $9.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and $866.33 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Maple Brown Abbott 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.
The firm provides services to individuals, insurance companies, investment companies, other investment advisers, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Edwin John Cloney is pooled investment vehicles with 29 clients and $5.12 billion of assets under management. Among the 7 most similar advisory firms, Maple Brown Abbott Limited has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.81 billion for 58 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 94% of the firm’s clients are foreign persons or businesses.
Maple Brown Abbott Limited doesn't advise any private funds.
The company employs 56 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Edwin John Cloney has been acting as President since 1 Feb 2000. Susan Roberts joined the executive team most recently as the Director.
The principal office where Maple Brown Abbott Limited performs its advisory services is located at Level 31, 259 George Street, 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 61-2-8226-6200 or by fax 61-2-8226-6201. The normal business hours are 8:30am -5:30pm aest on Monday - Friday. You can find more information about the New York firm at maple-brownabbott.com.au.