Global Trading Strategies Investment Management Pty Ltd (Sydney)

Name: Global Trading Strategies Investment Management Pty Ltd
Address: Level 43, Amp Centre, 50 Bridge Street, Sydney, 2000
Telephone: 61 (0) 2 8020 0200

Global Trading Strategies Investment Management Pty Ltd is an adviser based in Sydney. It manages $113 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.

Global Trading Strategies Investment Management Pty provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Trading Strategies Investment Management Pty: assets under management

The assets under management (AUM) of Global Trading Strategies Investment Management Pty Ltd is $113 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 653% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Trading Strategies Investment Management Pty Ltd 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.

Careers at Global Trading Strategies Investment Management Pty Ltd

Andrew John Peden joined the executive team most recently as the Co Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Global Trading Strategies Holdings Pty Ltd	100% owner	1 Mar 2009	75% - 100%	foreign
Peter Roderick Berkley	Chief compliance officer/chief executive officer/chief operating officer	1 Mar 2009	Other	6262830
Andrew John Peden	Co-chief investment officer	1 Nov 2009	Other	6262831
Karl Ivan Mayer	Co-chief investment officer	1 Nov 2009	Other	6262833
Peter Roderick Berkley	Chief compliance officer/chief executive officer/chief operating officer	1 Jul 2012	Other	6262830

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew John Peden	Shareholder	1 Mar 2009	25% - 50%	6262831
Karl Ivan Mayer	Shareholder	1 Mar 2009	25% - 50%	6262833
The Jamnl Family Trust	Shareholder	1 Mar 2009	25% - 50%	abn 46 663 898 852
Kataarja Family Trust	Shareholder	1 Mar 2009	25% - 50%	abn 24 318 221 819
Rayfoil Pty Ltd	Trustee	1 Mar 2009	Other	abn 71 078 717 521
Kataarja Pty Ltd	Trustee	1 Mar 2009	Other	abn 13 144 550 372

Based in Sydney

The principal office where Global Trading Strategies Investment Management Pty Ltd performs its advisory services is located at Level 43, Amp Centre, 50 Bridge Street, Sydney, 2000, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 61 (0) 2 8020 0200. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at gtsinvest.com.