AUGUST GROUP
  • AUGUST GROUP
  • AUGUST GROUP CAPITAL
  • THE AUGUST GROUP CAPITAL LIMITED
  • AUGUST CAPITAL

{{ Info.Overview }}
cb

Adviser Profile

As of Date 09/21/2026
Registration SEC, Approved, 01/13/2021
ADV Location TORONTO, Canada
Contact Info 438 xxxxxxx
Websites
AUM* 740,298,168 44%
of that, discretionary 678,672,639 38%
Number of Employees 22 38%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,818,914 16%
% High Net Worth 60.71% 35%
SMA’s No
Private Funds 2 2

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

679M 582M 485M 388M 291M 194M 97M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/23/2026 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/08/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date09/12/2024 Form ADV-E View Report

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BCI SECURITIES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM402.2m #Funds-
Adviser LARCH CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund45.1m Total Private Fund GAV45.1m AUM3.0b #Funds1
Adviser HANWHA ASSET MANAGEMENT (USA) LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund212.8m Other Fund- Total Private Fund GAV425.7m AUM4.0b #Funds2
Adviser QCAM CURRENCY ASSET MANAGEMENT AG Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.6b #Funds-
Adviser SQUARE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM295.5m #Funds-
Adviser ALLIE FAMILY OFFICE LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.3b #Funds-
Adviser VINCI PARTNERS USA Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM327.0m #Funds-
Adviser CH GLOBAL CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund35.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV35.5m AUM529.1m #Funds1
Adviser KOTAK ALTERNATE ASSET MANAGERS LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund448.6m Total Private Fund GAV448.6m AUM18.5b #Funds5
Adviser ALTHUM ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.0b #Funds-