Dubeau Capital USA Inc.

Overview

Dubeau Capital USA Inc. is a small, SEC‑registered investment adviser that focuses on discretionary portfolio management for individual and family clients. The firm runs equity‑centric portfolios and charges fees based on a percentage of assets under management. It is not positioned as an ESG investor and does not identify itself as a multi‑state or pension consultant adviser. The firm lists an industry affiliation with a broker‑dealer, indicating it operates with some brokerage relationships in its servicing or execution workflow. Portfolio activity shows a strong preference for exchange‑traded equities as the primary allocation, supported by selective allocations to third‑party real estate strategies. The adviser’s client base is concentrated and high‑net‑worth, which suggests bespoke portfolio construction and a focus on personalized management rather than mass‑market product distribution.

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Public Holdings

Investments & Alternatives

Location & Offices