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 investment adviser (registered in 2009) that manages portfolios for both individual/family clients and institutional clients. The firm charges fees tied to assets under management and provides portfolio management services across separately managed accounts, pooled vehicles, and business or institutional mandates. Ownership appears to include both an individual and a foreign entity. The firm is not identified as a multi-state adviser, does not position itself as an active ESG investor, and does not act as a pension consultant or related adviser. It also lists roles as sponsor, general partner and managing member of pooled investment vehicles.