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Type	Result	AUM ($B)

Nicola Balanced Mortgage Fund
Firm	Nicola Wealth Management Ltd ✚
Fund #	805-4977811866
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Nicola Wealth Management Ltd
Custodian	Aviso Wealth CMLS
Auditor	Baker Tilly WM LLP
Marketer
Broker	Aviso Wealth
Jurisdiction

Comparable Firms	State	AUM ($B)
Access Fiduciary Services LLC ✚		0.5
Consilium Wealth Advisory LLC ✚		0.5
Plum Street Advisors LLC ✚		0.5
Greenlea Lane Capital Management LLC ✚		0.5
REYL Overseas Ltd ✚		0.5
US Select Asset Management Inc ✚		0.5
NIA Impact Advisors LLC ✚		0.5
Five Oceans Advisors LLC ✚		0.5
Darby International Capital LLC ✚		0.4
Kenter Canyon Capital LLC ✚		0.4

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