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| Happy Holidays!! thanks for using AUM13F!! |
| Turn8 Private Wealth Inc
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| CRD # | 167608 |
| SEC # | 801-78315 |
| CIK # | 0002070026 |
| AUM | $283.3 M (2025-06-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 514-600-1466 |
| Address | 277 Lakeshore Rd Pointe Claire, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Cameco Corp | 5.6 | ||
| Royal Bank of Canada | 5.5 | ||
| Nvidia Corp | 4.7 | ||
| Alphabet Inc | 4.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.3 | ||
| Amazon Com Inc | 4.3 | ||
| Goldman Sachs Group Inc | 4.1 | ||
| Wal Mart Stores Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 10.7 |
| (b) Individuals (high net worth individuals) | 129 | 45.0 |
| (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 | 227.7 |
| (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 | 1,219 | 283.3 |
| By Discretionary | ||
| Discretionary | 1,219 | 283.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,219 | 283.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 249.1 | |
| United States Persons | 34.2 | |
| Total | 1,219 | 283.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002070026] |
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FSC Wealth Advisors LLC
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Assetgrade LLC
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Strategy Financial Services LLC
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AZ | 0.3 |