← Tributary

FIRST SENTIER INVESTORS

BARANGAROO, NSW, Australia · CRD 160034 · IAPD ↗ · firstsentierinvestors.com.au · 61 2 9010 5200

$52.93BRegulatory AUM
51Advisory reps
313Employees
7Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2025 — FIRST SENTIER INVESTORS reported RAUM down 26% ($89.56B -> $66.48B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
April 2025 — FIRST SENTIER INVESTORS shrank from 76 to 55 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2024 — FIRST SENTIER INVESTORS shrank from 91 to 76 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.