Adviser Profile

As of Date 09/26/2024
Registration status Terminated
ADV Location MONTREAL, Canada
Contact Info 514 xxxxxxx
Websites
AUM* 2,588,733,300 29%
of that, discretionary 2,588,733,300 29%
Number of Employees 64 16%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 78,446,464 29%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

4B 4B 3B 2B 2B 1B 590M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees