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| Mandeville Private Client USA Inc
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|
|---|---|
| CRD # | 305945 |
| SEC # | 801-118335 |
| CIK # | |
| AUM | $4.5 MM (2023-10-27) |
| Employees | 15 (33% Investors, 33% Brokers) |
| Phone | 905-331-4255 |
| Address | 1375 Kerns Road Burlington Ontario, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 4.5 |
| By Discretionary | ||
| Discretionary | 16 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 0.0 | |
| Total | 16 | 4.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FBL Wealth Management LLC
✚
|
IA | 0.0 |
|
Tradingvalley Inc
✚
|
0.0 | |
|
Cystein Management LLC
✚
|
0.0 | |
|
Connected Financial Planning LLC
✚
|
0.0 | |
|
Christmas Corporation
✚
|
0.0 | |
|
Herrington Financial Services Inc
✚
|
GA | 0.0 |
|
Procapita Partners LLC
✚
|
NY | 0.0 |
|
El Castillo Investments LLC
✚
|
FL | 0.0 |
|
Spike Invest
✚
|
VA | 0.0 |
|
21st Century Advisors Inc
✚
|
FL | 0.0 |