Ownership stake · Activity not yet classified

Strategic minority shareholding in Ardea Investment Management

Transaction overview

Reported completed

Source published:

Exact closing date not established.

In a September 7, 2020 release, Ardea Investment Management reported that Fidante Partners, a division of the Challenger Limited group, had held a strategic minority shareholding since Ardea’s inception in 2008. Ardea stated that employees retained majority ownership. The source does not disclose an exact investment date, ownership percentage or consideration; its newly announced university research partnership was a separate collaboration.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Press Release: Ardea IM and University of Technology Sydney launch research partnership ↗

    Official source website · Published Sep 7, 2020

    In a September 7, 2020 release, Ardea Investment Management reported that Fidante Partners, a division of the Challenger Limited group, had held a strategic minority shareholding since Ardea’s inception in 2008. Ardea stated that employees retained majority ownership. The source does not disclose an exact investment date, ownership percentage or consideration; its newly announced university research partnership was a separate collaboration.

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Strategic minority shareholding in Ardea Investment Management · RIA Monitor