Picton Mahoney Asset Management

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Picton Mahoney Asset Management
CRD #174091
SEC #801-80767
CIK #0001539041
AUM
Employees 77 (47% Investors, 0% Brokers)
Fees
Minimum
Phone416-955-4108
Address33 Yonge Street
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
151296302009201420192025
Fees and Compensation — Form ADV Part 2A (1/26/2017) [Brochure]
Item 5. Fees and Compensation

A. Advisory Fees and Compensation

Asset-Based Compensation

The Adviser charges each client an investment management fee based on the value of the client’s assets
under management.

Managed Accounts

The following shows a representative fee range for a managed account, subject to differences negotiated
for each client to adjust for account size, asset class risk, and special requirements, among other things.

                Investment Size                                        Fee (% per annum)
            On the first C$100 million                                       0.40%
               Next C$100 million                                            0.35%
               Next C$100 million                                           0.325%
          Next C$100 million and above                                       0.30%

Investment management fees are invoiced as of the last day each quarter in arrears, based on the market
value of the assets in the Managed Account and calculated in accordance to the managed account
agreement.

Sub-advised Funds

In the case of the Adviser’s sub-advisory services, the investment management fee is negotiated with the
client which is a percentage amount based on the assets being sub-advised by the Adviser. Investment
management fees are invoiced as of the last day each month or quarter in arrears, based on the market
value of the assets in the Sub-advised Fund and calculated in accordance to the sub-advisory agreement.

Funds

The Adviser charges each Fund an investment management fee of up to 2.0% per annum based on the
value of the pooled investment fund’s assets under management, as outlined in each Fund’s offering
document. Investment management fees are invoiced as of the last day each quarter in arrears based on
the net asset value of the Fund in accordance to the Fund’s offering document.

The Adviser, in its sole discretion, may waive or reduce the investment management fees for certain
Managed Accounts, Sub-advised Funds, and investors in the Funds who are employees of the Adviser,
relatives of such persons and for certain large or strategic investors.

Performance-Based Compensation

The Adviser also receives performance-based fee, which is compensation that is based on a percentage
of capital gains on or capital appreciation, subject to loss carry forwards, relative outperformance to a
benchmark, and/or hurdle rates (as applicable), of the net assets of the Funds. This compensation is
paid to the Adviser at the end of the quarter for the Funds and ranges up to 20%. Certain investors in the
Funds may pay the performance-based fee at the end of each year.

The Adviser, in its sole discretion, may waive or reduce the performance-based fees for certain investors
in the Funds who are employees of the Adviser, relatives of such persons and for certain large or
strategic investors.

B. Payment of Fees

The Adviser does not deduct the investment management fee from the Managed Accounts and Sub-
advised Funds. The Adviser invoices the clients of the Managed Accounts and Sub-advised Funds
monthly or quarterly (as applicable) in arrears.

The Adviser receives the investment management fee on a quarterly basis and performance-based
compensation on a quarterly basis or at the fiscal year-end (as applicable) from the Funds by instructing
each Fund’s custodian and/or prime broker for payment.

C. Other Fees and Expenses

In addition to paying investment management fees and, if applicable, performance-based compensation,
Accounts will also be subject to other investment expenses such as custodial charges, brokerage fees,
commissions and related costs; interest expenses; taxes, duties and other governmental charges;
transfer and registration fees or similar expenses; costs associated with foreign exchange transactions;
other portfolio expenses; and costs, expenses and fees (including, investment advisory and other fees
charged by investment advisers with, or funds in, which the client’s account invests) associated with
products or services that may be necessary or incidental to such Accounts. Client assets that are
invested in the Funds will bear their pro rata share of the fund’s operating and other expenses including,
in addition to those listed above: sales expenses, legal expenses; internal and external accounting, audit
and tax preparation expenses; and organizational expenses as outlined in each Fund’s offering
document. Please refer to Item 12 of this brochure for a discussion of the Adviser’s brokerage practices.

D. Prepayment of Fees

All investment management fees and performance-based compensations are paid in arrears as noted
above.

F. Compensation for the Sale of Securities or Other Investment Products

The Adviser does not receive compensation for the sale of securities or other investment products.
Account Minimums and Types of Clients — Form ADV Part 2A (1/26/2017) [Brochure]
Item 7. Types of Clients

The Adviser provides investment advisory services on a discretionary basis to its clients, which include
institutions, insurance products, pensions, university investment pools, university endowments, registered
investment companies, Canadian investment funds, and pooled investment funds intended for retail
investors, qualified investors and institutional investors in Canada and other non-US countries.

The Adviser generally requires that a client invests a minimum of C$35 million to open an account and to
maintain a minimum account size of C$35 million. If the account size falls below the minimum
requirement due to market fluctuations only, a client will not be required to invest additional funds with the
Adviser to meet the minimum account size. The Adviser, in its sole discretion, may reduce the minimum
account size to certain clients.

With respect to any client that is a pooled investment fund offered by the Adviser, the initial and additional
subscription minimums are disclosed in the offering document for the pooled investment fund. Please
note these pooled investment funds are not offered to US investors.
Sector Form 13F Holdings Value ($B)
Royal Bank of Canada 0.4
Toronto Dominion Bank 0.4
Shopify Inc 0.3
Canadian Natural Resources Ltd 0.3
Agnico Eagle Mines Ltd 0.2
Canadian Pacific Railway Ltd/Cn 0.2
Suncor Energy Inc 0.2
Franco Nevada Corp 0.2
Teck Resources Ltd 0.2
Nvidia Corp 0.2
View All
Holdings by Sector ($B)
151296302011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(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 36 5.6
By Discretionary
Discretionary 36 5.6
Non-Discretionary 0 0.0
Total 36 5.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.6
Total 36 5.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001539041]
SC 13G [0001539041]
Form 13D/13G Filer Form 13D/13G Subject Filed
Picton Mahoney Asset Management Rithm Capital Corp [2026-04-27]
Picton Mahoney Asset Management Cartesian Growth Corp III [2025-12-10]
Picton Mahoney Asset Management Chenghe Acquisition III Co [2025-12-09]
Picton Mahoney Asset Management Spring Valley Acquisition Corp III [2025-10-16]
Picton Mahoney Asset Management Chenghe Acquisition III Co [2025-10-15]
Picton Mahoney Asset Management Chenghe Acquisition III Co [2025-10-15]
Picton Mahoney Asset Management Galata Acquisition Corp II [2025-10-15]
Picton Mahoney Asset Management T-Mobile US Inc [2025-10-15]
Picton Mahoney Asset Management Cartesian Growth Corp III [2025-08-06]
Picton Mahoney Asset Management FIGX Capital Acquisition Corp [2025-08-06]
View All
Firm Profile (Form ADV)
Discretionary AUM$10.0B
ServesInstitutional
LEI5493000UVR55B53B3J67
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