Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 08/25/2023
Other registrations (1)
ADV Location TORONTO, Canada
Contact Info 416 xxxxxxx
Websites
AUM* 19,578,300 438%
of that, discretionary 19,578,300 100%
Number of Employees 10
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 19,578,300 438%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

20M 17M 14M 11M 8M 6M 3M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees