other names
  • ONEX CANADA ASSET MANAGEMENT INC.
  • GLUSKIN SHEFF
  • ONEX CREDIT
  • GLUSKIN SHEFF + ASSOCIATES INC
  • ONEX PRIVATE WEALTH SOLUTIONS

Adviser Profile

Registration status Terminated
As of Date 09/28/2024
ADV Location TORONTO ON, Canada
Adviser Type - Large advisory firm
Number of Employees 70 -61%
of those in investment advisory functions 16 -45%
AUM* 2,186,536,197 -64%
of that, discretionary 2,184,537,591 -63%
Private Fund GAV* 0
Avg Account Size 2,911,500 -41%
% High Net Worth 57.66% 3%
SMA’s Yes
Private Funds 0 14
Contact Info 416 xxxxxxx
Websites

Client Types

- High net worth individuals
- Business development companies
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck TickerG0403H108 Stock NameAON PLC $ Position$60,539,838 % Position8.00% $ Change8.00% # Change8.00%
Stck Ticker03769M106 Stock NameAPOLLO GLOBAL MGMT INC $ Position$50,566,434 % Position6.00% $ Change7.00% # Change14.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$39,914,781 % Position5.00% $ Change3.00% # Change-1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$34,304,785 % Position4.00% $ Change16.00% # Change-1.00%
Stck Ticker90353T100 Stock NameUBER TECHNOLOGIES INC $ Position$31,773,435 % Position4.00% $ Change-1.00% # Change-6.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$29,391,432 % Position4.00% $ Change22.00% # Change-2.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$33,844,625 % Position4.00% $ Change36.00% # Change-1.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$21,503,275 % Position3.00% $ Change53.00% # Change12.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$25,102,121 % Position3.00% $ Change-1.00% # Change-1.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$23,336,397 % Position3.00% $ Change0.00% # Change0.00%

Brochure Summary