Optimal Fund Management Pty Limited is a large advisory firm based in Sydney. It manages $2.4 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005.
Optimal Fund Management Pty Limited provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Optimal Fund Management Pty Limited is $2.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Optimal Fund Management 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.
Eric Lucas has been acting as President since 1 Feb 2001. John Nicolis joined the executive team most recently as the Director.
The principal office where Optimal Fund Management Pty Limited performs its advisory services is located at Level 5, Sydney, 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 8239 3300 or by fax 61 2 8239 3333. The normal business hours are 8.30am to 5.30pm on Monday - Friday. You can find more information about the New York firm at www.optimalasia.com.