Black Creek Investment Management Inc.

RIASEC RegisteredEst. 2012
Total AUM
$7.1B
Discretionary
$7B
99% of AUM
Avg account
$263M
Accounts
27
Employees
28
Advisory reps
5

Firm details

Headquarters
Toronto,
CRD number
161344
Registered since
March 14, 2012
Website
bcim.ca
Custodians
CIBC WORLD MARKETS CORP., STATE STREET CORPORATION, STATE STREET GLOBAL MARKETS, LLC, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC, RBC CAPITAL MARKETS, LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.29%
  • Pension & Profit Sharing Plans7.55%
  • Charitable Organizations2.06%
  • State / Municipal Government1.1%
  • Corporations / Businesses1%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Black Creek Investment Management Inc. is a corporation that has been SEC-registered since 2012 and serves primarily institutional clients. Ownership is a mix of a foreign entity and an individual. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also publishes periodicals or newsletters. It acts in sponsor/GP/managing-member roles for pooled vehicles and charges both a percentage-of-assets fee and performance-based fees. Black Creek does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Miriam Lee

    Miriam Lee

    Chief Compliance OfficerCRD 6281713

  • Jeffrey Israel

    Jeffrey Israel

    President, COOCRD 7070596

Contacts

3 of 3
  • William Kanko

    William Kanko

    Managing Director and Portfolio ManagerCRD 6031089

  • Richard Jenkins

    Richard Jenkins

    Chairman And Managing DirectorCRD 6031085

  • Heather Peirce

    Heather Peirce

    Director of Global EquitiesCRD 6669679

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, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
123 Front St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth