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| Ravenstone Capital Management Inc
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|---|---|
| CRD # | 338898 |
| SEC # | 801-136780 |
| CIK # | 0002086041 |
| AUM | 370.9 M (2026-06-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 416-322-2067 |
| Address | 2300 Yonge Street Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002086041 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Visa Inc | 15.1 | ||
| Microsoft Corp | 13.6 | ||
| Alphabet Inc | 13.5 | ||
| Royal Bank of Canada | 12.0 | ||
| Amphenol Corp /DE/ | 11.7 | ||
| Thermo Fisher Scientific Inc | 11.2 | ||
| Brookfield Asset Management Inc | 11.0 | ||
| Fastenal Co | 11.0 | ||
| McGraw-Hill Companies Inc | 10.9 | ||
| Danaher Corp /DE/ | 10.1 | ||
| Canadian Pacific Railway Ltd/Cn | 10.1 | ||
| Sherwin Williams Co | 9.7 | ||
| Home Depot Inc | 9.1 | ||
| Canadian National Railway Co | 9.1 | ||
| Progressive Waste Solutions Ltd | 8.5 | ||
| Fortinet Inc | 8.2 | ||
| Becton Dickinson & Co | 7.5 | ||
| Intuitive Surgical Inc | 7.3 | ||
| Zoetis Inc | 6.5 | ||
| Bank of Nova Scotia | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Facebook Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| CECO Environmental Corp | 0.2 | ||
| Cameco Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Snowflake Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 24.7 |
| (b) Individuals (high net worth individuals) | 32 | 55.7 |
| (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 | 1 | 149.6 |
| (g) Pension and profit sharing plans | 5 | 1.9 |
| (h) Charitable organizations | 6 | 6.4 |
| (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 | 145 | 132.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,985 | 370.9 |
| By Discretionary | ||
| Discretionary | 1,985 | 370.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,985 | 370.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 345.1 | |
| United States Persons | 25.8 | |
| Total | 1,985 | 370.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002086041] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 549300MUT6XH54MD4795 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Wealth Management LLC
✚
|
CA | 371.9 M |
|
Union Strategic Advisors LLC
✚
|
OH | 371.6 M |
|
Guggenheim Wealth Solutions LLC
✚
|
CA | 371.3 M |
|
BDT & Associates Inc
✚
|
AZ | 371.1 M |
|
Duvarney Craig Douglas
✚
|
371.0 M | |
|
Macro Advisors Inc
✚
|
PA | 370.9 M |
|
Archer Investment Management LLC
✚
|
370.8 M | |
|
Langley Wealth Management LLC
✚
|
MS | 370.6 M |
|
Wealthspring Partners LLC
✚
|
CA | 370.2 M |
|
Cosner Financial Group LLC
✚
|
CO | 369.8 M |