| Total AUM | $19.6M |
| Discretionary | $19.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $19.6M |
| Employees | 10 |
| Peak AUM | $19.6MApr 2026 |
Total AUM
$20M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $20M | +48.8% | — | — | — |
| Discretionary AUM | $20M | +48.8% | |||
| Total AUM | $19.6M |
| Discretionary | $19.6M |
| Employees | 10 |
| Client Accounts | 1 |
Address
15 PRINCE ARTHUR AVENUE
TORONTO M5R1B2
Canada
Phone
416-924-8110
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$20M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 1 | 0.0% | — | — | — |
| Avg Account Size | $20M | +48.8% | — | — | — |
| Employees | 10 | 0.0% | 0.0% | — | — |
| AUM / Employee | $2M | +48.8% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $20M | +48.8% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | — |