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Laurus Investment Counsel Inc
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CRD # | 317604 |
SEC # | 801-122919 |
CIK # | 0001869316 |
AUM | $413.9 MM (2024-03-27) |
Employees | 9 (56% Investors, 0% Brokers) |
Phone | 844-430-5501 |
Address | 120 Adelaide Street West Toronto, Canada |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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PTC | 12,445.1 | 24.9 | |
SPGI | 113,084.7 | 21.3 | |
CRL | 11,050.1 | 20.3 | |
ASGN | 4,454.4 | 19.2 | |
JKHY | 13,144.3 | 16.1 | |
TRU | 15,295.8 | 14.5 | |
GWRE | 6,240.1 | 14.4 | |
DV | 3,641.2 | 12.5 | |
ALGN | 19,064.6 | 10.6 | |
CSWI | 1,585.6 | 6.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 11 | 22.5 |
(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 | 3 | 111.7 |
(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 | 3 | 252.2 |
(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 | 7 | 27.5 |
(n) Other | 0 | 0.0 |
Total | 24 | 413.9 |
By Discretionary | ||
Discretionary | 24 | 413.9 |
Non-Discretionary | 0 | 0.0 |
Total | 24 | 413.9 |
By Non-United States Persons | ||
Non-United States Persons | 407.5 | |
United States Persons | 6.4 | |
Total | 24 | 413.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001869316] |
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WA | 0.4 |
Premier Wealth Advisors LLC
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CA | 0.4 |
FSA Wealth Management LLC
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MA | 0.4 |
Monarch Capital Management Inc
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IN | 0.4 |
Bridge Creek Capital Management LLC
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MA | 0.4 |
Marion Wealth Management LLC
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PA | 0.4 |
The Oak Ridge Financial Services Group Inc
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MN | 0.4 |
Herold Advisors Inc
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NY | 0.4 |
Legacy Wealth Asset Management LLC
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MN | 0.4 |
Prudeo Partners LLC
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SC | 0.4 |