Ma Investment Management Pty Ltd
SEC-registered
Investment Adviser
CRD 328316
· SEC file 802-129014
· Sydney, New South Wales
· mafinancial.com
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ADV data as of Mar 01, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $754M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ma Secured Loan Priority Fund Class A | Other Private Fund | Australia | $223M | 286 |
| Ma Secured Loan Priority Fund Class B | Other Private Fund | Australia | $205M | 291 |
| Ma Wholesale Priority Income Fund | Other Private Fund | Australia | $190M | 244 |
| Ma Equity Opportunities Fund | Other Private Fund | Australia | $74.6M | 167 |
| Ma Credit Opportunities Fund | Other Private Fund | Australia | $62.0M | 298 |
Private funds (5, $754M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ma Secured Loan Priority Fund Class A | Other Private Fund | $223M | $68.2K | 286 |
| Ma Secured Loan Priority Fund Class B | Other Private Fund | $205M | $68.2K | 291 |
| Ma Wholesale Priority Income Fund | Other Private Fund | $190M | $341K | 244 |
| Ma Equity Opportunities Fund | Other Private Fund | $74.6M | $68.2K | 167 |
| Ma Credit Opportunities Fund | Other Private Fund | $62.0M | $68.2K | 298 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/01/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 01, 2026.
View current Form ADV (SEC/IAPD) ↗