ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
  • ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Adviser Profile

As of Date 06/04/2026
Registration SEC, Approved, 08/20/2004
ADV Location VANCOUVER, BRITISH COLUMBIA, Canada
Contact Info 1-8 xxxxxxx
Websites
AUM* 174,573,976 9%
of that, discretionary 174,573,976 9%
Number of Employees 30 3%
of those in investment advisory functions 30 3%
Private Fund GAV* 0
Avg Account Size 389,674 3%
% High Net Worth 14.51% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

181M 155M 129M 103M 78M 52M 26M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KPMG LLP Filing Date08/28/2025 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date09/27/2024 Form ADV-E View Report
Accounting Firm Name KPMG LLP Filing Date10/23/2023 Form ADV-E View Report

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