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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tempered Investment Management Ltd
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|---|---|
| CRD # | 158837 |
| SEC # | 801-121254 |
| CIK # | |
| AUM | $166.7 M (2024-09-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 778-279-7700 |
| Address | 220 145 Chadwick Court North Vancouver British Columbia, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| 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) | 0 | 9.9 |
| (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 | 5 | 143.3 |
| (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 | 1.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 166.7 |
| By Discretionary | ||
| Discretionary | 10 | 166.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 166.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.1 | |
| United States Persons | 147.6 | |
| Total | 10 | 166.7 |
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|---|---|---|
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Broadway Advisor Group LLC
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TX | 0.2 |
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Wesbanco Securities Inc
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OH | 0.2 |
|
Schrum Private Wealth Management LLC
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FL | 0.2 |
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TTG Financial Inc
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OH | 0.2 |