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| 1832 Asset Management US Inc
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|
|---|---|
| CRD # | 120836 |
| SEC # | 801-61257 |
| CIK # | |
| AUM | $672.8 MM (2023-01-26) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 416-363-9097 |
| Address | 16th Floor Toronto Ontario, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 47.9 |
| (b) Individuals (high net worth individuals) | 54 | 293.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 197.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 133.5 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 672.8 |
| By Discretionary | ||
| Discretionary | 251 | 672.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 672.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 672.8 | |
| Total | 251 | 672.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
West Paces Advisors Inc
✚
|
GA | 0.7 |
|
Cranbrook Wealth Management LLC
✚
|
MI | 0.7 |
|
Ramsay Stattman Vela & Price Inc
✚
|
CO | 0.7 |
|
Sittner & Nelson LLC
✚
|
OR | 0.7 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.7 |
|
Baxter Brothers Inc
✚
|
CT | 0.7 |
|
The Fairman Group LLC
✚
|
PA | 0.7 |
|
Rodgers Brothers Inc
✚
|
PA | 0.7 |
|
Zevin Asset Management LLC
✚
|
MA | 0.7 |
|
Armbruster Capital Management Inc
✚
|
NY | 0.7 |