Cross Asset Management Australia Pty Limited (Sydney)

Name: Cross Asset Management Australia Pty Limited
Address: Level 27 Grosvenor Place, Sydney, 2000
Telephone: +612 92710500

Cross Asset Management Australia Pty Limited is a large advisory firm based in Sydney. It manages $150 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Cross Asset Management Australia Pty Limited provides market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Asset Management Australia Pty Limited: assets under management

The assets under management (AUM) of Cross Asset Management Australia Pty Limited is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cross Asset Management Australia 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Roderick Hugo Campbell	Partner	1 May 2003	75% - 100%	5064656

Based in Sydney

The principal office where Cross Asset Management Australia Pty Limited performs its advisory services is located at Level 27 Grosvenor Place, Sydney, 2000 The mailing address of the firm is Po Box R1831, Sydney, 1255. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +612 92710500 or by fax +612 92415741. The normal business hours are 08.00 18.00 on Monday - Friday. You can find more information about the New York firm at www.crossam.com.

Cross Asset Management Australia Pty Limited (Sydney)

Cross Asset Management Australia Pty Limited: assets under management

Fees & Commissions

Indirect Owners

Based in Sydney

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