BOUTIQUE FUND DISTRIBUTION
Specialists in Asia-Pacific fund distribution and fund formation
OUR SERVICES
Sodor Capital provides distribution and representation services to offshore fund managers seeking access to Australia and New Zealand's institutional and wholesale investor markets.
FUND DISTRIBUTION
Connect your best investment ideas with local investors.
Our Australian and New Zealand distribution coverage extends across superannuation funds to local networks of investment advisers and platforms serving high-net-worth and sophisticated investors.
Sodor Capital manages the full distribution lifecycle—from target market research and investor engagement through to ongoing relationship management and roadshow coordination.
Institutional coverage
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Superannuation funds (industry, corporate, public sector)
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Government and public funds
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Multi-managers
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Insurers
Wholesale distribution
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High-net-worth and sophisticated investor access via licensed intermediaries
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Private wealth advisers
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Family offices
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Investment platforms
FUND FORMATION
Streamline your Australia or New Zealand fund launch with our local expertise.
For managers establishing a local presence, we provide fund formation support, including vehicle design, service provider introductions, and navigation of asset consultants, platforms and research houses.
Fund formation services
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Navigation of local regulatory regimes
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Access to tier 1 service providers
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Product design (Australian unit trusts, Pie funds, and wholesale fund structures)
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Offer document support (Product Disclosure Statements and Information Memorandums)
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Due diligence
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Oversight of local asset consultants, platforms and research houses
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Launch and transition services
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Client services for wholesale investors
WHO WE WORK WITH
INVESTMENT-GRADE FUND MANAGERS
We work exclusively with investment-grade fund managers seeking access to Australia and New Zealand's institutional and wholesale investor markets.
Typical characteristics
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Established investment track record
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Robust investment process
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Traditional or alternative asset classes
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Clear and differentiated strategy
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Existing institutional or wholesale client base
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Commitment to governance and transparency
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Long-term orientation and relationship focus
ABOUT US
Sodor Capital partners with leaders in asset management to connect their best investment ideas with local asset owners.
As an Australian Financial Services Licensee (Licence No: 558762), Sodor Capital offers general financial product advice and dealing in managed investment schemes (excluding investor directed portfolio services) and securities to wholesale clients.
If you need Asia-Pacific investors for your investment strategies, we can help. We are experts in building relationships to reach your local fund design, distribution and marketing goals.
Sodor Capital also serves the broader financial services industry by providing advisory services. Our valuable industry experience helps you navigate the complex Australian and New Zealand funds management industries.
From fund distribution to advisory, we connect people and ideas to unlock the potential of your business.
WHY WE'RE DIFFERENT
01
Exclusivity.
Our responsible managers only work with one asset manager per investment strategy in each territory.
02
Reach.
We know whose door to knock on and when.
03
Coverage.
We uncover opportunities by connecting relationships and data.
04
Mindset.
We act as your employees, with loyalty and professionalism.
NEWS AND INSIGHTS
Podcast Series
We are a proud supporter of the FEAR & GREED podcast. Tune in to hear institutional grade investment ideas from some of the leading global investment teams we partner with.
GET IN TOUCH
CONTACT US
+61 2 8041 2856
AUSTRALIA
Suite 11, 1 Bradly Avenue, Kirribilli NSW 2061
NEW ZEALAND
Suite 301, Level 3, 131 Queen Street, Auckland, 1010
SINGAPORE
1 North Bridge Road, #24-02, High Street Centre, Singapore 179094
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