| Registration status | Terminated |
| As of Date | 09/28/2024 |
| ADV Location | TORONTO ON, Canada |
| Adviser Type - Large advisory firm | |
| Number of Employees | 70 -61% |
| of those in investment advisory functions | 16 -45% |
- High net worth individuals
- Business development companies
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck TickerG0403H108 | Stock NameAON PLC | $ Position$56,149,015 | % Position7.00% | $ Change5.00% | # Change18.00% |
| Stck Ticker03769M106 | Stock NameAPOLLO GLOBAL MGMT INC | $ Position$47,256,329 | % Position6.00% | $ Change14.00% | # Change10.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$38,804,944 | % Position5.00% | $ Change38.00% | # Change4.00% |
| Stck Ticker90353T100 | Stock NameUBER TECHNOLOGIES INC | $ Position$32,094,080 | % Position4.00% | $ Change20.00% | # Change-7.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$29,489,623 | % Position4.00% | $ Change53.00% | # Change5.00% |
| Stck Ticker78409V104 | Stock NameS&P GLOBAL INC | $ Position$28,343,947 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$23,360,548 | % Position3.00% | $ Change24.00% | # Change-3.00% |
| Stck Ticker464287465 | Stock NameISHARES TR | $ Position$26,404,108 | % Position3.00% | $ Change | # Change |
| Stck Ticker03852U106 | Stock NameARAMARK | $ Position$21,500,011 | % Position3.00% | $ Change24.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$24,153,433 | % Position3.00% | $ Change-7.00% | # Change1.00% |