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Building 2BROOKFIELD SOUNDVEST CAPITAL MANAGEMENT LTD.

Map pinOTTAWA, ONTARIO
Phone613-236-7361
NotebookSEC #801-61995
Total AUM
$262.4M
Employees
8
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SPARKS STREET
9TH FLOOR
OTTAWA, ONTARIO
KIP5B7
Canada
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
613-236-7361

ReceiptFinancials

Total AUM
$262.4M
Accounts
70
Discretionary
$262.4M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
60
AUM
$81.2M
Investment Company Clients
2
AUM
$20.1M
Pooled Vehicle Clients
1
AUM
$19.6M
Charitable Organization Clients
6
AUM
$9.5M
Insurance Company Clients
1
AUM
$132M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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