Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/30/2015
ADV Location TORONTO, ON, Canada
Contact Info 416 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

1 1 1 1
2015 2016 2017 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary