Adviser Profile

As of Date 09/04/2026
Registration SEC, Approved, 06/14/2002
ADV Location TORONTO, ONTARIO, Canada
Contact Info 416 xxxxxxx
Websites
AUM* 1,427,489,393 81%
of that, discretionary 1,427,489,393 81%
Number of Employees 251 484%
of those in investment advisory functions 113 414%
Private Fund GAV* 25,896,630
Avg Account Size 3,089,804 31%
% High Net Worth 42.33% -21%
SMA’s Yes
Private Funds 1 1

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 816M 612M 408M 204M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary