| Total AUM | $751.5M |
| Discretionary | $751.5M100% of AUM |
| Client Accounts | 96 |
| Avg Account Size | $7.8M |
| Employees | 12 |
| Peak AUM | $751.5MJan 2026 |
| AUM CAGR | +17.4% /yrover 7 yrs · 11 filings |
Total AUM
$751M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $751M | +13.2% | +37.2% | +26.3% | |
| Discretionary AUM | |||||
| Total AUM | $751.5M |
| Discretionary | $751.5M |
| Employees | 12 |
| Client Accounts | 96 |
| Client Range | 0 |
Address
1900-1002 SHERBROOKE WEST
MONTREAL, QUEBEC H3A 3L6
Canada
Phone
1-514-985-1138
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$751M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $751M |
| +13.2% |
| +37.2% |
| +26.3% |
| Total Accounts | 96 | 63.5% | 34.7% | 14.0% |
| Avg Account Size | $8M | +210.0% | +110.2% | +46.8% |
| Employees | 12 | 29.4% | 2.6% | +5.7% |
| AUM / Employee | $63M | +60.3% | +40.8% | +19.4% |
Client AUM Segments | |||||
| Wealth AUM | $117M | 33.9% | 20.0% | +2.2% | |
| Institutional AUM | $207M | 23.9% | +110.8% | +22.7% | |
| Fund / Pooled AUM | $290M | +34.6% | +107.0% | +42.3% | |
| Other AUM | $138M | — | — | — | — |
Client Count Segments | |||||
| Institutional | 50 | 32.4% | 5.2% | +23.2% | |
| Pooled / Fund | 5 | 0.0% | +7.5% | +19.4% | |
| Individuals | 35 | 81.7% | +87.9% | +52.1% | |