Soundvest Capital Management Ltd

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Assets, Funds, Holdings

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Soundvest Capital Management Ltd
CRD #126536
SEC #801-61995
CIK #
AUM
Employees 8 (38% Investors, 0% Brokers)
Phone613-236-7361
Address100 Sparks Street
Ottawa Ontario, Canada
Source [IAPD] [Website]
Total AUM ($M)
80064048032016002003201020172024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 60 81.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 20.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 19.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 9.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 132.0
(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 70 262.4
By Discretionary
Discretionary 70 262.4
Non-Discretionary 0 0.0
Total 70 262.4
By Non-United States Persons
Non-United States Persons 260.5
United States Persons 1.9
Total 70 262.4
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