| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 08/04/2025 |
| ADV Location | HALIFAX, Canada |
| Contact Info | 902 xxxxxxx |
| Websites |
| AUM* | 1,487,505,956 117% |
| of that, discretionary | 1,487,505,956 117% |
| Number of Employees | 39 |
| of those in investment advisory functions | 18 |
| Private Fund GAV* | 589,138,777 |
| Avg Account Size | 526,364 104% |
| % High Net Worth | 5.91% -12% |
| SMA’s | No |
| Private Funds | 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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