Australis Partners (Advisers) LLC (New York)


Australis Partners (Advisers) LLC is a large advisory firm based in New York. It manages $369.42 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Australis Partners (Advisers) 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.

Australis Partners (Advisers): assets under management

The assets under management (AUM) of Australis Partners (Advisers) LLC is $369.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 593% since the beginning of its operation, and $264.16 million of the total AUM is attributable to clients outside of the United States.

The firm manages $369.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.71 million each.
Australis Partners (Advisers) has custody of $177.84 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Australis Partners (Advisers) LLC 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.

What kind of clients Australis Partners (Advisers) serves?

The only and largest group of clients of Australis Partners (Advisers) is pooled investment vehicles with 2 clients and $369.42 million of assets under management. Among the 10 most similar advisory firms, Australis Partners (Advisers) has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $369.42 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Australis Partners (Advisers) also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Australis Partners (Advisers) LLC

The company employs 8 people that are either part- or full-time employees. 88 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Armando Borda Member and manager 1 Nov 2014 Other 5024255
Enrique Alberto Bascur Member, manager and managing officer 1 Nov 2014 25% - 50% 2657133
Alejandro Moises Manzo Member, manager and chief compliance officer 1 Nov 2014 25% - 50% 6474435
Cristian Celis Ember and manager 1 Nov 2014 Other 6474436
Juan Pablo Pallordet Member, manager and chief financial officer 1 Nov 2014 25% - 50% 6474437
Armando Borda Limited partner of australis partners (cayman gp) lp 1 Sep 2015 Other 5024255
Enrique Alberto Bascur Limited partner of australis partners (cayman gp) lp 1 Sep 2015 Other 2657133
Alejandro Moises Manzo Limited partner of australis partners (cayman gp) lp 1 Sep 2015 Other 6474435
Cristian Celis Limited partner of australis partners (cayman gp) lp 1 Sep 2015 Other 6474436
Juan Pablo Pallordet Limited partner of australis partners (cayman gp) lp 1 Sep 2015 Other 6474437
Australis Partners (Cayman Gp) Lp General partner 1 Sep 2015 Other 47-3570319
Guillermo Giammona Chief compliance officer and chief financial officer 1 Dec 2015 Other 6597560
Therisa T George Member and manager 1 Mar 2016 Other 4820260
Ignacio N Sanz Member and manager 1 Mar 2016 Other 5358600

Based in New York

The principal office where Australis Partners (Advisers) LLC performs its advisory services is located at 632 Broadway, New York, NY 10012, 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 646-885-0406. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.