Andaz Private Investments Pty Ltd (Sydney,Nsw)

Name: Andaz Private Investments Pty Ltd
Address: 1188/1 Steam Mill Lane, Haymarket, Sydney,Nsw, 2000
Telephone: + 61 416 883 881

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.

Andaz Private Investments Pty: assets under management

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 firm manages $800 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.33 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 58% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 42% of the firm’s portfolio.

Fees & Commissions

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. 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 Andaz Private Investments Pty Ltd

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yizhong Chan	Executive chairman & portfolio manager, cco	1 Mar 2018	75% - 100%	7049652

Based in Sydney,Nsw

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.