Castle Ridge Asset Management Limited

RIASEC RegisteredEst. 2021
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$50.1M
Accounts
6
Employees
8
Advisory reps
4

Firm details

Headquarters
Toronto Ontario,
CRD number
309774
Registered since
March 22, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Castle Ridge Asset Management Limited is a corporation registered with the SEC in 2021 that operates as a hedge fund manager serving an institutional client base. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner, and managing member of pooled vehicles—indicating it both operates and controls at least some of the investment vehicles it runs. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm does not position itself as an ESG-focused investor.

Assets & Accounts

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

Owners & executives

3 of 4
  • Michael Petruzella

    Michael Petruzella

    Chief Investment OfficerCRD 7291494

  • Aaron De Valois-franklin

    Aaron De Valois-franklin

    Chief Executive OfficerCRD 5193951

  • Alexei Bogdan

    Alexei Bogdan

    Chief Scientific OfficerCRD 7295775

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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
100 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth