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| Wealhouse Capital Limited Partnership
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|
|---|---|
| CRD # | 282931 |
| SEC # | 801-107684 |
| CIK # | 0001679865 |
| AUM | $1.6 BB (2024-02-28) |
| Employees | 20 (30% Investors, 0% Brokers) |
| Phone | 416-644-1190 |
| Address | 161 Bay Street Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 6 | 983.5 |
| (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 | 3 | 521.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 83.8 |
| (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 | 12 | 1,588.6 |
| By Discretionary | ||
| Discretionary | 12 | 1,588.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,588.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,588.6 | |
| United States Persons | 0.0 | |
| Total | 12 | 1,588.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13G | [0001679865] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Wealhouse Capital Limited Partnership | City Office REIT Inc | [2016-07-19] |
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|---|---|---|
|
Albion Management Group
✚
|
UT | 1.6 |
|
Orleans Capital Management Corp
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|
LA | 1.6 |
|
Vernal Point Advisors LLC
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CA | 1.6 |
|
Artemis Wealth Advisors LLC
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Neville Rodie & Shaw Inc
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NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
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|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
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|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |