Deans Knight Capital Management

RIASEC RegisteredEst. 2009

Total AUM

$538M

Discretionary

$538M

100% of AUM

Avg account

$8.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Vancouver,
CRD number: 149155
Registered since: February 26, 2009
Website: www.deansknight.com
Custodians: RBC CAPITAL MARKETS, LLC, RAYMOND JAMES, LTD., CIBC WORLD MARKETS CORP., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles83.81%
HNWI9.05%
Corporations / Businesses4.21%
Charitable Organizations2.01%
Individuals0.92%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Deans Knight Capital Management is an SEC-registered advisory firm that has been operating since 2009. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory practice covers separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional investors. The firm is described as owned by a combination of a foreign entity and an individual and does not report being an active ESG investor or a multi-state adviser. Deans Knight also acts in sponsor and general partner roles for pooled investment vehicles, indicating an internal capability to launch and administer private fund structures in addition to providing discretionary portfolio management.