MA Financial Group
MA Financial Group is an ASX-listed global alternative asset manager managing $15 billion in assets and $179 billion in loans across private credit, real estate, hospitality, and private equity, serving retail, wholesale, and institutional investors in 7 countries.
- Company typePublic
- Founded2009
- HeadquartersSydney, Australia
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What MA Financial Group does
MA Financial Group Limited is an ASX-listed (ASX:MAF) global alternative asset manager headquartered in Sydney, Australia. Founded in 2009 (formerly Moelis Australia, rebranded in 2021), the firm operates across private credit, real estate, hospitality, equities, and private equity/venture capital, serving wholesale, retail, and institutional investors. The company also provides direct lending solutions (institutional and corporate lending, real estate finance, specialty finance, and home loans) and corporate advisory services. With 900+ professionals across 7 countries (Australia, China, Hong Kong, New Zealand, Philippines, Singapore, United States), MA Financial manages $15 billion in assets under management, $179 billion in managed loans, and has facilitated over $135 billion in advisory and ECM transactions.
The product portfolio spans nine private credit funds (MA Credit Income Fund, ASX:MA1, ASX:MA2HA, MA Global Private Credit Fund, MA Priority Income Fund, MA Secured Real Estate Income Fund, MA Sustainable Future Fund, MA Secured Loan Series), four real estate funds (MA Redcape Hotel Fund, MA Good Housing Fund, MA Prime Logistics Fund, MA Marina Fund, MA Accommodation Hotel Fund), two equities funds (MA ChinaAMC Equity Fund, MA Equity Opportunities Fund), and two private equity vehicles (MA Growth Partners Fund, MA Real Asset Opportunities Fund Series II). Wholly-owned subsidiaries include Finsure (a digital mortgage aggregation platform serving 4,200+ brokers), Redcape Hospitality (hotel management for a $1.5B+ portfolio), MA Money (home loans), Middle (home loan application technology), IP Generation, and Retail Services. Distribution occurs through ASX listings, nine Australian wealth platforms (HUB24, Netwealth, Mason Stevens, Macquarie Wrap, BT Panorama, North, Powerwrap, Praemium, Australian Money Market), direct investor portals, and institutional/wholesale relationships.
Revenue is generated through management fees (0.50% to 1.20% p.a. of NAV/GAV), performance fees (typically 20% above hurdle rates of 8% p.a.), transaction-based aggregation revenue from Finsure's broker-served loan book, one-time corporate advisory and ECM fees, and interest income from MA Money's home loan book. The firm demonstrates co-investment alignment with investors (10% in MA Priority Income Fund, 5% in MA Sustainable Future Fund) and has received Lonsec, BondAdviser, Core Property, and RIAA certifications across multiple funds. Strategic positioning integrates investment, lending, and advisory under the tagline "We invest. We lend. We advise."
MA Financial Group firmographics
Firmographics- Name
- MA Financial Group
- Legal name
- MA Financial Group Limited
- Website
- https://mafinancial.com
- Company type
- Public
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- MA Financial Group is an ASX-listed global alternative asset manager managing $15 billion in assets and $179 billion in loans across private credit, real estate, hospitality, and private equity, serving retail, wholesale, and institutional investors in 7 countries.
- Ownership category
- akta.pro rank
MA Financial Group industry classification
Industry- Product category
- Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Credit Intermediation and Related Activities (522)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Middle-Market Lending (FSANADAI)
- akta.pro secondary industries
- Large-Cap / Sponsor Finance Direct Lending (FSANADAJ), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)
Keywords
Where MA Financial Group is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices7 records
Markets served
MA Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Management fees on managed funds: MA Financial charges management fees on its managed funds, ranging from 0.50% to 1.0% per annum of net asset value depending on the fund. These fees are charged at the fund level or directly held investment level as described in each fund's PDS. Revenue is recurring in nature based on funds under management.
- Performance fees on funds: Performance fees are charged on several funds, typically 20% of returns above a defined hurdle rate (e.g., 8% p.a. for MA Priority Income Fund, MA Equity Opportunities Fund, and MA Growth Partners Fund; 1M BBSW + 5% for MA Global Private Credit Fund). Performance fees create alignment between manager and investor and vary with fund performance.
- Mortgage aggregation and brokerage (Finsure): Finsure generates revenue as a mortgage aggregator by providing brokerage services to its network of over 4,200 brokers. Finsure's managed loan book reached $175 billion in 2025 with settlements up 19.7% year on year. Revenue is transaction-based on loan settlements originated through the broker network.
- Corporate advisory and ECM transactions: MA Financial provides corporate advisory services and has participated in equity capital markets transactions with over $135 billion in advisory and ECM transactions facilitated. Revenue is typically one-time fees per transaction, potentially including retainer components.
- Home loans (MA Money): MA Money provides home loan products directly to consumers, generating interest income on the loan book. The subsidiary contributes to MA Financial's net profit growth and operates within the broader lending platform.
- Asset management fees: Core revenue stream from managing $14.8 billion to $15 billion in assets under management across private credit, real estate, and other alternative asset classes. The firm saw a 44% year-on-year increase in AUM. Fees are charged on total assets managed across institutional mandates and managed funds.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | MA Credit Income Fund — management fee 0.90% p.a. for directly held investments; nil for wholesale investments via MA Credit Income Fund (Wholesale) |
| Subscription | Monthly | MA Global Private Credit Fund — management fee 0.90% p.a. of NAV exclusive of GST; minimum initial investment $100,000 for wholesale investors |
| Subscription | Monthly | MA Priority Income Fund — management fee 0.50% p.a. of NAV of the Master Trust; no performance fee; minimum $10,000 |
| Subscription | Monthly | MA Secured Real Estate Income Fund — 0.85% p.a. management fee for direct holdings; nil via underlying MA Secured Loan Series - Class A; minimum varies |
| Subscription | Annual | MA Sustainable Future Fund — management fee 1.0% of NAV; performance fee 20% p.a. above cumulative hurdle of 8% p.a. |
| Subscription | Multi-year contract | MA Growth Partners Fund — target returns 25%+ p.a. IRR; flexible multi-class structure with deal-by-deal co-investment |
| Subscription | Annual | MA Equity Opportunities Fund — management fee 1.2% p.a.; performance fee 20% of performance above 8% p.a. target return subject to high-water mark |
| Subscription | Quarterly | MA Redcape Hotel Fund — provides access to $1.5bn+ hotel portfolio; target total return 15% over two-year period; open-ended and opportunistic structure |
| Subscription | Quarterly | MA Good Housing Fund — target total return 15.0% IRR; FY26 target distribution 7.50% p.a. paid quarterly; wholesale trust structure |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
MA Financial Group product offering
Product offeringCore offering
MA Financial Group is a global alternative asset manager specializing in private credit, real estate, and hospitality, managing $15 billion in assets under management. The firm operates direct lending platforms across property, corporate, and specialty finance sectors, manages a $179 billion loan book via subsidiaries, and provides corporate advisory and equity capital markets services to businesses, institutional borrowers, and investors across seven countries.
Product overview
MA Financial Group is a global alternative asset manager offering investment products across private credit, real estate, equities, and private equity/venture capital for wholesale, retail, and institutional investors. The product portfolio includes multiple private credit funds (MA Credit Income Fund, MA Credit Income Trust/ASX:MA1, MA Global Private Credit Fund, MA Priority Income Fund, MA Secured Real Estate Income Fund, MA Sustainable Future Fund), real estate funds (MA Redcape Hotel Fund, MA Good Housing Fund, MA Prime Logistics Fund), equities funds (MA ChinaAMC Equity Fund, MA Equity Opportunities Fund), and private equity funds (MA Growth Partners Fund). The company also operates subsidiaries including Finsure (lending marketplace/mortgage aggregator), Redcape Hospitality (hotel management), MA Money (home loans), and Middle (home loan application technology). MA Financial manages $15 billion in assets under management and $179 billion in managed loans across locations in Australia, China, Hong Kong, New Zealand, Philippines, Singapore, and the United States.
Differentiator
Problem solved
Functional benefit
Brands
- Finsure: Lending marketplace - mortgage aggregator acquired by MA Financial in 2022
- Redcape Hospitality
- MA Money
- Middle
Products and services
- MA Credit Income Fund
Quantifiable outcome
- Target returns of RBA Cash Rate + 4.00-4.50% p.a. across private credit funds, with MA Credit Income Fund targeting 8.85% p.a. as at June 2026
- +5 more outcomes
Companies that use MA Financial Group
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles7 records
MA Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
MA Financial Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- CMBI (CMB International)coreMA Financial and CMBI (CMB International) announced a joint leveraged buyout credit fund worth $850 million. The fund will focus on leveraged buyout credit opportunities, combining MA Financial's private credit expertise with CMBI's market presence.
- FinCap Private Markets PlatformcoreFinCap launched its direct co-investment platform 'FinCap Direct' with MA Financial as a key partner providing specialist real estate assets. The platform enables investors to access individual private market opportunities across private equity and real estate. MA Financial is one of three key partners alongside Potentum Partners (private equity) and BCA Research (asset allocation).
- Potentum PartnersminorPartnership established on FinCap Direct platform for private equity exposure. Potentum Partners provides private equity co-investment opportunities alongside MA Financial's specialist real estate offerings on the FinCap platform.
- BCA ResearchminorBCA Research developed asset allocation frameworks for the FinCap Direct platform, which includes MA Financial's specialist real estate co-investment opportunities alongside private equity from Potentum Partners.
- Good HousingcoreStrategic partnership with specialist SDA provider Good Housing combining Good Housing's proven end-to-end SDA operating capability (development, tenant sourcing, property management, industry engagement) with MA Financial's expertise in alternative real estate investment management. The partnership targets Specialist Disability Accommodation assets generating government-backed, inflation-linked rental income.
- MA Financial Group Pte. Ltd. (Singapore)coreMA Financial Group Pte. Ltd. serves as sub-investment manager for the MA Global Private Credit Fund, supporting the global team of investment professionals based in New York, Singapore, and Sydney in managing specialty lending opportunities in the United States.
Scale indicators13 records
Recent moves7 records
Expansion highlights6 records
MA Financial Group competitors and assessment
Company assessmentBroad incumbents
- KKR & Co: NYSE-listed global alternative asset manager with leading private credit and real estate franchises. Comparable as a broad incumbent offering overlapping private credit, real estate, and PE capabilities at much larger scale.
- Challenger Limited: ASX-listed large Australian asset and retirement income manager with credit, fixed income, and alternatives capabilities. Comparable as a broader incumbent offering credit-adjacent and multi-asset strategies to Australian investors.
Direct peers
- Ares Management: NYSE-listed global alternative asset manager specialising in private credit, real estate, and private equity. Most direct global peer to MA Financial's private credit, real estate, and PE strategies including LBO credit.
- Centuria Capital Group: ASX-listed Australian real estate fund manager and investor operating across industrial, healthcare, and real estate finance. Comparable to MA Financial's MA Prime Logistics, MA Good Housing, and real estate credit strategies.
- Magellan Financial Group: ASX-listed Australian asset manager with global equities and infrastructure strategies. Comparable as a listed Australian fund manager with institutional and retail distribution, though focused more narrowly on equities than MA Financial's alternatives.
- Blue Owl Capital: NYSE-listed alternative asset manager focused on private credit, real assets, and GP minority stakes. Comparable as a multi-strategy alternative manager with growing private credit franchise similar to MA Financial's middle-market lending focus.
- Perpetual Limited: ASX-listed Australian wealth and asset manager offering multi-asset funds, corporate trustee services, and private credit strategies. Comparable to MA Financial as a listed Australian platform spanning funds management, advice, and trustee/responsible entity services.
- EQT Holdings: ASX-listed responsible entity and fund administration provider that serves as Responsible Entity for multiple MA Financial credit funds. Comparable in the trustee/responsible entity layer and adjacent asset management exposure to Australian credit.
- Pinnacle Investment Management: ASX-listed multi-affiliate investment management platform distributing strategies through wealth platforms. Comparable to MA Financial in distribution strategy and multi-affiliate model serving Australian retail and wholesale investors.
Emerging players
- Bentham Asset Management: Australian specialist credit and fixed income manager now part of ASX-listed Insignia Financial. Comparable as an Australian credit specialist competing with MA Financial's MA Credit Income Fund and MA Priority Income Fund in wholesale and retail channels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MA Financial Group social profiles
Digital presenceMA Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
MA Financial Group leadership team
Management profileNumber of profiles
Profiles8 records
MA Financial Group subsidiaries and ownership
Company hierarchySubsidiaries6 records
MA Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MA Financial Group M&A and investment
M&A and investmentM&A5 records
Investments9 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MA Financial Group
What does MA Financial Group do?
MA Financial Group is a global alternative asset manager specializing in private credit, real estate, and hospitality, managing $15 billion in assets under management. The firm operates direct lending platforms across property, corporate, and specialty finance sectors, manages a $179 billion loan book via subsidiaries, and provides corporate advisory and equity capital markets services to businesses, institutional borrowers, and investors across seven countries.
Is MA Financial Group a public or private company?
MA Financial Group is a public company. It is classified as public and is currently operating.
When was MA Financial Group founded?
MA Financial Group was founded in 2009. It employs 501 to 1,000 people.
Where is MA Financial Group based?
MA Financial Group is headquartered in Sydney, Australia, in the Oceania region.
How does MA Financial Group make money?
Six revenue lines are on record. Management fees on managed funds are the primary driver. The others are performance fees on funds, mortgage aggregation and brokerage (Finsure), corporate advisory and ECM transactions, home loans (MA Money) and asset management fees.
Who are MA Financial Group's main competitors?
Broad incumbents on record are KKR & Co and Challenger Limited. Direct peers are Ares Management, Centuria Capital Group, Magellan Financial Group, Blue Owl Capital, Perpetual Limited, EQT Holdings and Pinnacle Investment Management. Bentham Asset Management is listed as an emerging player.
Does MA Financial Group have an API?
No public API is recorded for MA Financial Group.
What industry is MA Financial Group in?
MA Financial Group's product category is Alternative Asset Management. Its primary akta.pro industry code is FSANADAI, Middle-Market Lending, with a secondary code of FSANADAJ, Large-Cap / Sponsor Finance Direct Lending. Its NAICS code is 523940 and its SIC code is 6282.