|
⚲
|
| Cadogan Park Advisors Inc
✚
| |
|---|---|
| CRD # | 291546 |
| SEC # | 801-112412 |
| CIK # | |
| AUM | $36.3 MM (2023-10-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 604-373-3388 |
| Address | 885 W Georgia St Vancouver Bc, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 10.6 |
| (b) Individuals (high net worth individuals) | 14 | 25.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 36.3 |
| By Discretionary | ||
| Discretionary | 61 | 36.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 61 | 36.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.0 | |
| United States Persons | 12.4 | |
| Total | 61 | 36.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Qapital Invest LLC
✚
|
NY | 0.0 |
|
Stewardship Financial Services Inc
✚
|
NY | 0.0 |
|
Footprints Asset Management & Research Inc
✚
|
NE | 0.0 |
|
Stirlingshire RIA LLC
✚
|
NY | 0.0 |
|
Pushkin Advisory Group LLC
✚
|
FL | 0.0 |
|
Long Island Financial Group Inc
✚
|
NY | 0.0 |
|
Integrity Advisory Partners LLC
✚
|
NY | 0.0 |
|
Merlin Capital Inc
✚
|
RI | 0.0 |
|
Corinthian Partners Asset Management LLC
✚
|
NY | 0.0 |
|
EJL Asset Management LLC
✚
|
MD | 0.0 |