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Building 2TRICON

Map pinTORONTO
Phone416-925-7228
NotebookSEC #801-74415
Total AUM
$152.1M
Employees
141
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 ST THOMAS STREET, SUITE 801
TORONTO
M5S 2B7
Canada
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
416-925-7228
Other Offices
1

ReceiptFinancials

Total AUM
$152.1M
Accounts
9
Discretionary
$152.1M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$152.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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