Castle Ridge Asset Management Limited
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 309774
- Registered since
- March 22, 2021
- Website
- castleridgemgt.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Castle Ridge Asset Management Limited is a corporation registered with the SEC in 2021 and operates as a hedge fund manager focused on pooled investment vehicles. The firm serves an institutional client base and provides portfolio management for collective investment structures while also acting in sponsor/GP and managing-member roles for its vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Ownership is listed as a mix of foreign entity and individual interests. The firm is not characterized as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
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
Owners & executives
3 of 4
Michael Petruzella
Chief Investment OfficerCRD 7291494

Aaron De Valois-franklin
Chief Executive OfficerCRD 5193951

Alexei Bogdan
Chief Scientific OfficerCRD 7295775
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
- 100 King St W
- Office locations
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