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| The August Group Capital Limited
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|
|---|---|
| CRD # | 311499 |
| SEC # | 801-120147 |
| CIK # | |
| AUM | $432.7 MM (2023-03-27) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 438-792-5161 |
| Address | 111 Peter Street Toronto, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 54.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 378.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 432.7 |
| By Discretionary | ||
| Discretionary | 73 | 193.1 |
| Non-Discretionary | 228 | 239.6 |
| Total | 301 | 432.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 389.4 | |
| United States Persons | 43.3 | |
| Total | 301 | 432.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kreitler Financial LLC
✚
|
CT | 0.4 |
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.4 |
|
Clune & Associates
✚
|
IL | 0.4 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.4 |
|
Heron Financial Group LLC
✚
|
NY | 0.4 |
|
Austin Wealth Management LLC
✚
|
TX | 0.4 |
|
Investors Research Corporation
✚
|
GA | 0.4 |
|
JVL Associates LLC
✚
|
MI | 0.4 |
|
Vantage Financial Partners LLC
✚
|
WI | 0.4 |