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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The August Group Capital Limited
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|---|---|
| CRD # | 311499 |
| SEC # | 801-120147 |
| CIK # | |
| AUM | $649.7 M (2025-07-09) |
| Employees | 22 (14% Investors, 0% Brokers) |
| Phone | 438-792-5161 |
| Address | 705320 Bay Street Toronto, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 35 | 124.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 15.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 509.6 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 649.7 |
| By Discretionary | ||
| Discretionary | 360 | 607.5 |
| Non-Discretionary | 37 | 42.3 |
| Total | 397 | 649.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 503.8 | |
| United States Persons | 145.9 | |
| Total | 397 | 649.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Argent Retirement Plan Advisors LLC
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|
LA | 0.7 |
|
Cedrus Holding Co LLC
✚
|
CO | 0.7 |
|
Cadent Capital Advisors LLC
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|
OK | 0.7 |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 0.6 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.6 |
|
Olstein Capital Management LP
✚
|
NY | 0.6 |
|
Carr Financial Group Corporation
✚
|
MA | 0.6 |
|
Traveka Wealth LLC
✚
|
CA | 0.6 |
|
Roman Butler Fullerton & Co
✚
|
MO | 0.6 |
|
Carrera Capital Advisors LLC
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|
MI | 0.6 |