|
⚲
|
| Keyboard |
| Turn8 Private Wealth Inc
✚
|
|
|---|---|
| CRD # | 167608 |
| SEC # | 801-78315 |
| CIK # | 0002070026 |
| AUM | 350.0 M (2026-05-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 514-600-1466 |
| Address | 277 Lakeshore Rd Pointe Claire, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.1 | ||
| Microsoft Corp | 6.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.6 | ||
| Marathon Petroleum Corp | 5.7 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Nvidia Corp | 5.1 | ||
| Royal Bank of Canada | 5.1 | ||
| Goldman Sachs Group Inc | 5.1 | ||
| Canadian Natural Resources Ltd | 4.8 | ||
| Alibaba Group Holding Ltd | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 4.8 |
| (b) Individuals (high net worth individuals) | 129 | 63.2 |
| (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 | 282.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,123 | 350.0 |
| By Discretionary | ||
| Discretionary | 1,123 | 350.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,123 | 350.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 303.6 | |
| United States Persons | 46.4 | |
| Total | 1,123 | 350.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002070026] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Advisors Northwest LLC
✚
|
OR | 354.3 M |
|
Cayside Partners LLC
✚
|
FL | 353.0 M |
|
JDM Financial Group LLC
✚
|
352.8 M | |
|
Elysium Wealth Management LLC
✚
|
UT | 352.3 M |
|
Innovative Advisory Partners LLC
✚
|
TN | 352.1 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |
|
Hutto Retirement Advisors LLC
✚
|
TX | 351.1 M |
|
FWG Investments LLC
✚
|
KY | 349.0 M |
|
4J Wealth Management LLC
✚
|
VA | 348.1 M |