Adviser Profile

As of Date 05/06/2024
Registration status Terminated
ADV Location TORONTO, ONTARIO, Canada
Contact Info 416 xxxxxxx
AUM* 172,872,628 15%
of that, discretionary 172,872,628 15%
Number of Employees 7 -36%
of those in investment advisory functions 6 -40%
Private Fund GAV* 0
Avg Account Size 57,624,209 15%
% High Net Worth 20.00% 100%
SMA’s No
Private Funds 0 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

173M 148M 123M 99M 74M 49M 25M
2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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