ALLEGRO FUNDS PTY LTD

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UUIDbfe15d49-b2d6-562e-a218-808356fc7413

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:58

Updated2025-10-23 02:24:28

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	290709	290709	—	1.0
sec_file_number	802-113951	802-113951	—	—

Profile

Websitehttps://www.linkedin.com/company/allegro-funds-pty-ltd/

HQ CitySYDNEY, NSW

HQ StateNone

HQ CountryAustralia

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)—
RAUM (discretionary)—
Actionable assets—
Accounts—

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2024-09-11 00:00:00 • Source ia09022025-exempt.xlsx

People

Name	Title	Role	Email	Evidence
Cheung, Jennifer	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2014395", "owner_id": "6876639", "source": "adv_part1", "table": "Schedule_A_B"}
GREENWICH WEST PTY LTD.	OWNER	OFFICER	—	{"filing_id": "2014395", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Leko, Mirela	GENERAL COUNSEL	OFFICER	—	{"filing_id": "2014395", "owner_id": "7980865", "source": "adv_part1", "table": "Schedule_A_B"}
Loader, Adrian	OWNER	OFFICER	—	{"filing_id": "2014395", "owner_id": "6874083", "source": "adv_part1", "table": "Schedule_A_B"}
Martin, Kevin, James	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2014395", "owner_id": "8160789", "source": "adv_part1", "table": "Schedule_A_B"}
Moynihan, Chester	OWNER	OFFICER	—	{"filing_id": "2014395", "owner_id": "6874079", "source": "adv_part1", "table": "Schedule_A_B"}
Pegoraro, Eddie	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014395", "owner_id": "7982119", "source": "adv_part1", "table": "Schedule_A_B"}
THE LOADER FAMILY TRUST	OWNER	OFFICER	—	{"filing_id": "2014395", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
THE MOYNIHAN FAMILY TRUST	OWNER	OFFICER	—	{"filing_id": "2014395", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
THORPE, ROBERT	MANAGING DIRECTOR, FINANCE & OPERATIONS	OFFICER	—	{"filing_id": "2014395", "owner_id": "6998909", "source": "adv_part1", "table": "Schedule_A_B"}
Bou, Fay	MANAGING DIRECTOR	EMPLOYEE	—	{"filing_id": "2014395", "owner_id": "7812973", "source": "adv_part1", "table": "Schedule_A_B"}
LFT CUSTODIANS PTY LTD	TRUSTEE	EMPLOYEE	—	{"filing_id": "2014395", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MFT CUSTODIANS PTY LTD	TRUSTEE	EMPLOYEE	—	{"filing_id": "2014395", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/ERA_ADV_Base_20250901_20250930.csv 2025-10-23 02:24:28 • csv
```
{
  "date_submitted": "09/19/2025",
  "filing_id": "2014395",
  "reg_type": "ERA"
}
```