CASTLE RIDGE ASSET MANAGEMENT LIMITED

other names
  • CASTLE RIDGE ASSET MANAGEMENT LIMITED
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Adviser Profile
As of Date 03/27/2026
ADV Location TORONTO, ONTARIO, Canada
Adviser Type - Large advisory firm
Number of Employees 8 14%
of those in investment advisory functions 4
Registration SEC, Approved, 03/22/2021
Other registrations (1)
Former registrations

CASTLE RIDGE ASSET MANAGEMENT LIMITED

AUM* 300,830,149 57%
of that, discretionary 300,830,149 57%
Private Fund GAV* 13,095,245 -29%
Avg Account Size 50,138,358 84%
SMA’s No
Private Funds 4 2
Contact Info 416 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

135M 115M 96M 77M 58M 38M 19M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$13,095,245

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Brochure Summary