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| Happy Holidays!! thanks for using AUM13F!! |
| Wealhouse Capital Limited Partnership
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|---|---|
| CRD # | 282931 |
| SEC # | 801-107684 |
| CIK # | 0001679865 |
| AUM | $1.7 B (2025-02-20) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 416-644-1190 |
| Address | 161 Bay Street Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 6 | 931.6 |
| (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 | 640.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 83.6 |
| (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 | 11 | 1,656.1 |
| By Discretionary | ||
| Discretionary | 11 | 1,656.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,656.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,656.1 | |
| United States Persons | 0.0 | |
| Total | 11 | 1,656.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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✚
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