| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/22/2023 |
| ADV Location | TORONTO, ON, Canada |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 41 -5% |
| of those in investment advisory functions | 28 8% |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds