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PLATINUM ASSET MANAGEMENT

SYDNEY, Australia · CRD 159573 · IAPD ↗ · platinum.com.au · 61 2 9255 7574

$5.04BRegulatory AUM
22Advisory reps
82Employees
14Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
February 2026 — PLATINUM ASSET MANAGEMENT (SYDNEY, Australia) left the SEC roster (was $5.04B RAUM, 22 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
20
December 2025 — PLATINUM ASSET MANAGEMENT reported RAUM down 29% ($7.05B -> $5.04B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
October 2024 — PLATINUM ASSET MANAGEMENT shrank from 34 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.