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Pie Funds Management Limited
Pie Funds is a Public Company that generates the majority of its income from the Financial Planning and Investment Advice industry. In 2025 the company generated total revenue of $27,528,000 including sales and other revenue. The exact number of employees for this organisation is not available. The Chief Executive of Pie Funds is Ms Ana-Marie Lockyer whose official title is Chief Executive Officer. The Chairman of Pie Funds is Mr Matthew Blackwell whose official title is Independent Non-Executive Director Chair. Pie Funds Management offer the following investment services: Wealth Management - Personalised service, tailoring an investment portfolio to clients’ lifestyle and requirements. This service is best suited to individuals, family trusts and corporates with $1 million or more to invest. Investment Funds - Offers a range of investment funds to suit different risk and return profiles. Clients can choose multiple funds to diversify investments, or invest in a single fund if they want something specific. The minimum investment amount is $25,000 per fund.
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What's included in this industry analysis
IBISWorld's research coverage of Pie Funds Management Limited includes financial statements, operating segments, competitor benchmarking, key personnel and shareholders.
Company Details
What’s this enterprise profile about?
Pie Funds Management Limited, trading as Pie Funds, operates under the ABN and was incorporated on 09 July 2007. Pie Funds Management Limited trades on the Australian Securities Exchange under the ticker code ASX:. Pie Funds Management Limited primarily operates in the Financial Planning and Investment Advice industry in Australia.
Key Personnel
What’s included in the Key Personnel chapter?
The Key Personnel chapter outlines the principal leadership positions within Pie Funds Management Limited, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.
Financials
What’s included in the Financials chapter?
The Financials chapter presents Pie Funds Management Limited’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.
Growth & Ratios
What’s included in the Growth & Rations chapter?
The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.
Operating Segments
What’s included in the Operating Segments chapter?
The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which Pie Funds Management Limited operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.
Competitor Benchmarking
What’s included in the Competitor Benchmarking chapter?
The Competitor Benchmarking chapter includes a comparative assessment of Pie Funds Management Limited’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.
Shareholders
What’s included in the Shareholders chapter?
The Shareholders chapter provides a breakdown of the ownership structure of Pie Funds Management Limited, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.
Subsidiaries
What’s included in the Subsidiaries chapter?
The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by Pie Funds Management Limited. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.
History
What’s included in the History chapter?
The History chapter presents a overview of Pie Funds Management Limited’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.
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Frequently Asked Questions
What is Pie Funds Management Limited?
Pie Funds Management offer the following investment services: Wealth Management - Personalised service, tailoring an investment portfolio to clients’ lifestyle and requirements. This service is best suited to individuals, family trusts and corporates with $1 million or more to invest. Investment Funds - Offers a range of investment funds to suit different risk and return profiles. Clients can choose multiple funds to diversify investments, or invest in a single fund if they want something specific. The minimum investment amount is $25,000 per fund.
What industry does Pie Funds Management Limited operate in?
Pie Funds Management Limited, trading as Pie Funds, is a Public Company that generates the majority of its income from the Financial Planning and Investment Advice industry in Australia.
Where is Pie Funds Management Limited located?
Murray Cod Australia Limited company is based at 1 Byron Avenue, Auckland, New Zealand, New Zealand.
Who is the CEO of Pie Funds Management Limited?
The Chief Executive Officer of Pie Funds Management Limited is Matthew Blackwell and the Chief Executive Officer is Ana-Marie Lockyer.
What was Pie Funds Management Limited’s revenue in 2025?
In 2025, Pie Funds Management Limited generated total revenue of approximately $27.5 million.
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