Principal Capital Global Investors Limited (Sydney (Nsw))

Principal Capital Global Investors Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Principal Capital Global Investors Limited: assets under management

The assets under management (AUM) of Principal Capital Global Investors Limited is $1.2 billion. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.19 billion in discretionary accounts and $5.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.21 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Principal Capital Global Investors Limited 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.

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Sydney (Nsw)

The principal office where Principal Capital Global Investors Limited performs its advisory services is located at Level 13 The Chifley Twr, Sydney (Nsw), 2000, 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 61 2 8226 9000 or by fax 61 2 8226 9099. The normal business hours are 8am - 6.30pm on Monday - Friday.

Registered investment advisers similar to Principal Capital Global Investors Limited

• Hudson Executive Capital
• Rpf Equity Advisors
• Birch Grove Capital
• Llr Management
• Bedel Financial Consulting
• Hollencrest Securities
• Terra Financial Planning Group
• Monograph Wealth Advisors
• Artemis Wealth Advisors
• Pershing Square Gp
• Eagletree Capital
• Penserra Capital Management
• Barra Rogers Casey
• Falcon Investment Group
• Ing Private Wealth Management