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Bt Funds Management (International) Limited (Sydney (Nsw))


Bt Funds Management (International) Limited is a large advisory firm based in Sydney (Nsw). It manages $3.22 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

Bt Funds Management (International) 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.

Bt Funds Management (International) Limited: assets under management

The assets under management (AUM) of Bt Funds Management (International) Limited is $3.22 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bt Funds Management (International) 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 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bt Australia (Holdings) Pty Ltd 100% holding company 1 Aug 1993 75% - 100% 00-0000000
Bt Investments (Australia) Limited 100% holding company 1 Aug 1993 75% - 100% 00-0000000
Inc Principal Financial Services 100% holding company 1 Apr 1999 75% - 100% 42-1476367
Inc Principal Financial Group 100% holding company 1 Apr 1999 75% - 100% 42-1466366
Principal Mutual Holding Company 100% holding company 1 Apr 1999 75% - 100% 42-1476365
Bt Financial Group Pty Ltd 100% holding company 1 Aug 1999 75% - 100% 00-0000000
Principal Financial Group (Australia) Holdings Pty Ltd 100% holding company 1 Aug 1999 75% - 100% 00-0000000
Inc Principal Financial Services (Australia) 100% holding company 1 Aug 1999 75% - 100% 42-1492140
Inc Principal Financial Services 100% holding company 1 Oct 2001 75% - 100% 42-1520348
Inc Principal Financial Group 100% holding company 1 Oct 2001 75% - 100% 42-1520346

Based in Sydney (Nsw)

The principal office where Bt Funds Management (International) Limited performs its advisory services is located at Level 15 The Chifley Twr, Sydney (Nsw), 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 612-9259-3555 or by fax 612-9259-9718. The normal business hours are 8am - 6.30pm on Monday - Friday.


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