| As of Date | 10/20/2026 |
| Registration | SEC, Approved, 10/21/2026 |
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| Former registrations | |
| ADV Location | TORONTO, Canada |
| Contact Info | 437 xxxxxxx |
| Websites |
| AUM* | 2,981,713,944 |
| of that, discretionary | 2,640,036,386 |
| Number of Employees | 18 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 3,413,479,013 |
| Avg Account Size | 27,355,174 |
| SMA’s | No |
| Private Funds | 91 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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