Boman Group

Name

Boman Group

Legal name

Boman Group Pty Ltd

Website

https://boman.group

Company type

Private

Founded year

2011

Operating status

Operating

Ownership category

akta.pro rank

Product category

Wealth and Investment Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Equity Buyout Fund-of-Funds (FSANAGAD)

Keywords

• Wealth management
• Funds management
• Private credit
• Venture capital fund
• Corporate advisory

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Funds Management: Boman Group generates revenue through management fees and performance fees from managing various investment funds including Income Strategy (private credit), Balanced Strategy (VC/PE fund-of-funds), Growth Strategy (Global Unicorn Fund), and Sustainability Strategy (New Energy Fund). Fees are typically charged on assets under management plus performance incentives.
2. Wealth Management Services: Revenue from providing personalized wealth management solutions to high-net-worth clients, including tailored financial strategies, global investment access, and portfolio management services.
3. Corporate Advisory: Capital market solutions including ASX listing services, M&A advisory, and trustee services for wholesale investment funds, generating advisory fees for corporate finance transactions.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Boman Group is a Melbourne-based private investment house that delivers tailored wealth management solutions to high-net-worth clients and manages a suite of proprietary investment funds spanning private credit, venture capital/private equity fund-of-funds, global unicorn (growth), and battery storage (sustainability) strategies. The firm also provides corporate advisory services including ASX listing, M&A advisory, and trustee services, supported by its proprietary ALLFIN Chinese-language financial research platform.

Product overview

Boman Group is an Australian investment house offering a comprehensive suite of wealth management and capital market solutions. The company operates a multi-product platform comprising: Wealth Management (tailored financial strategies with global market access), Funds Management spanning four distinct strategies (Income Strategy for private credit with monthly dividends, Balanced Strategy for VC/PE fund-of-funds, Growth/Global Unicorn Strategy targeting technology unicorns like OpenAI and Anthropic, and Sustainability/New Energy Strategy focusing on battery storage projects), ALLFIN (a leading Chinese-language financial research platform with over 376,000 users), and Corporate Advisory services (ASX listing, M&A, and trustee services). Founded in 2011 and rebranded from BMY Group to Boman Group in 2024, the company manages over A$1 billion in assets and holds licenses across Australia, Hong Kong, Singapore, New Zealand, and China (QFII and QFLP).

Differentiator

Problem solved

Functional benefit

Brands

• ALLFIN (澳财): Premier Chinese financial research and insights platform with 300,000+ dedicated users and 33.66 million historical views, recognized as a leading voice in the Australian Chinese financial community
• Boman Paradigm Fund
• Boman New Energy Strategy Fund
• Boman Enhanced Income Fund (月月盈)

Products and services

• Wealth Management Tailor-made wealth management solutions offering personalized financial strategies, global market access across asset classes, and future-proof sector investments in technology, renewable energy, and healthcare for high-net-worth individuals.
• Boman Enhanced Income Fund (月月盈) - Income Strategy Private credit strategy fund designed to minimize capital risk while ensuring stable and regular monthly cash distributions, with flexible terms available to wholesale and professional investors.
• Balanced Strategy - VC/PE Fund of Funds Fund-of-funds strategy that provides investors exposure to top-tier global venture capital and private equity managers, delivering both capital appreciation and regular dividends.
• Boman Paradigm Fund (博满利甄全球独角兽基金) - Growth/Global Unicorn Strategy Growth strategy fund targeting direct and secondary investments in unlisted global technology, healthcare, and ESG leaders. Investments include OpenAI, Anthropic, Databricks, Stripe, Airbnb, Klarna, and SpaceX.
• Boman New Energy Strategy Phase 1 Fund - Sustainability Strategy Sustainability-focused fund investing in Australian distributed battery storage projects (5MW each) to capture energy transition opportunities, with a 2-3 year investment cycle and access limited to professional and institutional investors.
• Corporate Advisory Capital market advisory services including listing services for ASX and US markets, M&A advisory for local and cross-border deals, and trustee and custody services for wholesale investment funds.
• ALLFIN (澳财) Chinese Financial Research Platform Proprietary Chinese-language financial research and insights platform (澳财/ALLFIN) serving as Australia's first Chinese investment research think tank, providing deep research reports, market analysis, and financial commentary for the Chinese-Australian investor community.

Quantifiable outcome

• AUM growth from A$840 million (Feb 2026) to A$1 billion+ (May 2026)
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• JPCXcoreStrategic or Co-development Partner · 24 November 2025Boman Group and JPCX partnered to launch a A$60 million investment fund supporting construction tech startups in Australia, focusing on modular and prefabricated buildings, and 3D construction printing to address Australia's housing shortage.
• FINWEXminorStrategic or Co-development Partner · 21 June 2025Co-organizer of IFIC Global AI Intelligent Body WEB3 Innovation Summit in Shanghai, where Boman Group participated in the YOMIRGO AI platform co-creation announcement alongside Fenrui AI, Gobi Capital, Oracle, and Nordic Chamber of Commerce Fund.
• Gobi CapitalminorStrategic or Co-development Partner · 21 June 2025Partner in YOMIRGO artificial intelligence platform co-creation announced at IFIC Global AI WEB3 Innovation Summit in Shanghai.
• Chinese Communist Party's Tianjin Municipal CommitteecoreStrategic or Co-development Partner · 18 November 2024Strategic partnership with Tianjin's municipal government for the establishment of Boman's QFLP (Qualified Foreign Limited Partner) license and the opening of Boman (Tianjin) Investment Co., Ltd. Makes Boman the first Australian investment firm to receive government support from both China and Australia for cross-border investment initiatives.

Scale indicators11 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Aims Financial Group: Australian wealth and fund manager with a long track record of serving Asian-Australian high-net-worth investors with multi-asset strategies. Closest comparable on the niche client base and product mix to Boman.
• Magellan Financial Group: Australian-listed fund manager with global mandates and comparable AUM scale, focusing on high-conviction quality growth and value strategies for institutional and advised clients. Similar business-model and product structure to Boman's fund offerings.
• Wilson Asset Management: Sydney-based active manager explicitly following a 'high-quality value with moats' investment philosophy, analogous to Boman's stated Berkshire-style approach. Both pursue concentrated, quality-first portfolios for advised HNW clients.
• Pinnacle Investment Management: Australian multi-affiliate fund management platform distributing boutique strategies across equities, fixed income and alternatives. Structurally similar multi-strategy distribution model to Boman's four-pillar funds management approach.

Broad incumbents

• Perpetual Limited: Large Australian wealth and asset manager with institutional, private wealth and corporate trust services. Directly comparable given Advisory Board Chair Geoff Lloyd's prior CEO tenure at Perpetual, and overlap across wealth, funds management and corporate trust offerings.
• Insignia Financial (formerly IOOF): Major Australian wealth management platform with advice, superannuation and investment management businesses. Provides a benchmark for scaling wealth platforms in the Australian market and offers overlapping capability in asset management and advice services.
• LGT (Crestone Wealth Management): Global private banking and wealth management group with significant APAC presence serving HNW and UHNW clients, including Asian-Australian families. Closest large-international comparable to Boman's cross-border Asia-Pacific wealth offering.
• AMP Limited: One of Australia's largest wealth and asset managers across advice, superannuation, banking and investment management. Provides incumbent benchmark for the wealth advice and funds management categories Boman operates in.
• GAM Investments: Global asset manager with strong institutional and HNW distribution across APAC and a track record of offering alternatives and private market access. Relevant comparable on fund offerings and APAC distribution model.

Regional players

• Netwealth Group: Australian investment platform providing wealth managed accounts, custodial and reporting infrastructure used by advisers and HNW clients across Australia. Comparable on platform/distribution capability for HNW advised investors in the same domestic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Boman_AllFin
• LinkedInlinkedin.com/company/bomangroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boman Group