1832 Asset Management U.S Inc.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 120836
- Registered since
- June 14, 2002
- Website
- www.1832.ca
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds12%
- Other10%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
John Pereira
SVP, COOCRD 5339121

Gregory Joseph
Chief Financial OfficerCRD 6768935
Contacts
3 of 3Nathalie Pierre-Louis
DirectorCRD 7749204

Todd Flick
Managing DirectorCRD 6825139

Dana Banks
DirectorCRD 5470926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 16th Floor
- Office locations
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