|
⚲
|
| Dubeau Capital USA Inc
✚
|
|
|---|---|
| CRD # | 119222 |
| SEC # | 801-122016 |
| CIK # | |
| AUM | $28.3 MM (2023-11-28) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 418-628-5533 |
| Address | 5700 Boulevard Des Galeries Quebec City Quebec, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 28.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 28.3 |
| By Discretionary | ||
| Discretionary | 14 | 28.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 28.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.3 | |
| Total | 14 | 28.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Modern Capital Group LLC
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
FL | 0.0 |
|
Malatai Capital LLC
✚
|
NY | 0.0 |
|
Exclusive Resource Management LLC
✚
|
NY | 0.0 |
|
The Eastrade Asset Management Corporation
✚
|
NY | 0.0 |
|
Clearview Financial Planning Inc
✚
|
NY | 0.0 |
|
Magellan Financial Solutions LLC
✚
|
NY | 0.0 |
|
Unest Advisers LLC
✚
|
CA | 0.0 |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |