1832 Asset Management U.S Inc.

RIASEC RegisteredEst. 2002
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$3.1M
Accounts
462
Employees
251
Advisory reps
5

Firm details

Headquarters
Toronto Ontario,
CRD number
120836
Registered since
June 14, 2002
Custodians
SCOTIATRUST
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI42.14%
  • Investment Companies23.98%
  • Pension & Profit Sharing Plans13.74%
  • Corporations / Businesses12.7%
  • Individuals5.63%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

1832 Asset Management U.S. Inc. is a corporate SEC-registered investment adviser that has been active since 2002. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across individuals/small businesses, investment companies, and business or institutional clients. Ownership includes both an individual and a foreign entity. Compensation arrangements combine a percentage-of-AUM fee schedule with performance-based fees. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser in the dataset. Its regulatory and operational footprint extends beyond pure advisory work: filings indicate affiliations with broker-dealer, trust, banking/thrift, commodity/futures and sponsor roles for pooled vehicles, suggesting an ability to participate in or sponsor alternative and structured investment vehicles in addition to advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, US Government Bonds 12%, Other 10%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 3%, Sovereign Bonds 2%66%
  • Exchange Traded Equities66%
  • US Government Bonds12%
  • Other10%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds3%

Owners & executives

2 of 2
  • John Pereira

    John Pereira

    SVP, COOCRD 5339121

  • Gregory Joseph

    Gregory Joseph

    Chief Financial OfficerCRD 6768935

Contacts

3 of 3
  • Nathalie Pierre-Louis

    DirectorCRD 7749204

  • Todd Flick

    Todd Flick

    Managing DirectorCRD 6825139

  • Dana Banks

    Dana Banks

    DirectorCRD 5470926

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
16th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth