Cougar Global Investments

RIASEC RegisteredEst. 1998
Total AUM
$1.5B
Discretionary
$113K
0% of AUM
Avg account
$175K
Accounts
8,630
Employees
3
Advisory reps
3

Firm details

Headquarters
Toronto,
CRD number
109439
Registered since
April 9, 1998
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • Other99.99%
  • Investment Companies0.01%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cougar Global Investments operates as a corporate registered adviser focused on portfolio management for businesses and institutional clients. The firm runs an equity-first strategy: its reported asset mix shows a heavy tilt to listed securities and exchange-traded vehicles, with portfolio construction oriented toward publicly traded equities and ETFs rather than an emphasis on private market or opportunistic alternative plays. Fee arrangements are percentage-of-AUM, and the adviser does not characterize itself as an active ESG investor. The business model favors non-discretionary mandates — most client relationships retain trading oversight — which points to an advisory role that provides investment guidance and model allocations while giving institutions control over execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Damian Sousa

    Damian Sousa

    Chief Compliance OfficerCRD 2061882

Contacts

2 of 2
  • Matthew Johnson

    Matthew Johnson

    Head of Product StrategyCRD 5670075

  • Edward Rick Iv

    Edward Rick Iv

    Head of InvestmentsCRD 2536413

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
200 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth