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| 1832 Asset Management US Inc
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| |
|---|---|
| CRD # | 120836 |
| SEC # | 801-61257 |
| CIK # | |
| AUM | $787.2 MM (2024-01-26) |
| Employees | 43 (51% Investors, 0% Brokers) |
| Phone | 416-840-7986 |
| Address | 16th Floor Toronto Ontario, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 358.5 |
| (b) Individuals (high net worth individuals) | 107 | 55.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 206.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 166.3 |
| (n) Other | 0 | 0.0 |
| Total | 333 | 787.2 |
| By Discretionary | ||
| Discretionary | 333 | 787.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 333 | 787.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 787.2 | |
| Total | 333 | 787.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hexagon Capital Partners LLC
✚
|
AR | 0.8 |
|
Schroder Wealth Management US Limited
✚
|
0.8 | |
|
Insight Wealth Partners LLC
✚
|
TX | 0.8 |
|
Roberts Glore & Co
✚
|
IL | 0.8 |
|
Cortland Associates Inc
✚
|
MO | 0.8 |
|
Zevin Asset Management LLC
✚
|
MA | 0.8 |
|
NS Management Ltd
✚
|
0.8 | |
|
KFA Private Wealth Group LLC
✚
|
VA | 0.8 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.8 |
|
Lexaurum Advisors LLC
✚
|
KS | 0.8 |