Services
Establish and grow your fund in Australia.
Apollo Investment Management helps investment managers, property groups and venture investors establish wholesale funds in Australia. We manage the process from structure and licensing to offer documents, service providers and compliance, working alongside your legal and tax advisers.
Fund Services
Apollo Investment Management helps investment managers, property groups and venture investors establish wholesale funds in Australia. We manage the process from structure and licensing to offer documents, service providers and compliance, working alongside your legal and tax advisers. As holder of Australian Financial Services Licence 559566, we can also provide a faster route to market under our licence.
Equity funds
We help portfolio managers turn a proven strategy into a wholesale unit trust, from fees and liquidity terms to unit pricing, custody and the information memorandum. It is the same approach we use for our own global equities fund.
Property funds
We structure wholesale funds for single-asset syndicates, developments, diversified portfolios and property-secured lending. Each fund is built on clear investor terms, sound valuation and conflicts policies, and appropriate custody of property and mortgage security.
Venture capital funds
We guide emerging managers through establishing and registering a Venture Capital Limited Partnership (VCLP) or Early Stage Venture Capital Limited Partnership (ESVCLP) under the Venture Capital Act 2002 (Cth).
Corporate Advisory
We advise companies entering and growing in Australian financial services, drawing on our experience building and running licensed businesses ourselves.
Starting a financial services business
We help founders and offshore groups choose the right licensing pathway, arrange authorised representative appointments and complete AUSTRAC registration. We then build the AML/CTF program and compliance framework a licensed business needs from day one.
Company strategy
We work with founders and boards on the decisions that shape a financial services business, including business model, group structure, market entry, growth, governance and regulatory planning.
Ready to establish your fund?
Get in touch to discuss how we can help structure and launch your wholesale fund in Australia.