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Grinham Managed Funds Pty Ltd (Crows Nest)


Grinham Managed Funds Pty Ltd is a large advisory firm based in Crows Nest. It manages $1 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2005.

Grinham Managed Funds Pty provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grinham Managed Funds Pty: assets under management

The assets under management (AUM) of Grinham Managed Funds Pty Ltd is $1 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grinham Managed Funds Pty Ltd 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 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Angus Stewart Grinham Sole shareholder 1 May 1978 75% - 100% 4968220
Richard John Grinham Sole shareholder 1 Oct 1981 75% - 100% 4968217

Based in Crows Nest

The principal office where Grinham Managed Funds Pty Ltd performs its advisory services is located at 12 Holtermann Street, Crows Nest, 2065 The mailing address of the firm is Po Box 744, Crows Nest, 2065. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-8238-9400 or by fax 612-8238-9499. The normal business hours are 24 hours on Monday - Friday.


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