Formula Growth Limited

RIASEC RegisteredEst. 2017
Total AUM
$343M
Discretionary
$343M
100% of AUM
Avg account
$49.1M
Accounts
7
Employees
15
Advisory reps
6

Firm details

Headquarters
Montreal,
CRD number
163245
Registered since
April 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Formula Growth Limited is structured as a corporation that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (since 2017) and provides portfolio management for pooled investment vehicles rather than serving individual retail accounts. Its ownership is reported as a mix of a foreign entity and an individual. Fee arrangements include a management charge based on assets under management plus performance-based fees. Formula Growth Limited does not flag itself as an active ESG investor, is not multi-state, and does not advertise pension consulting services. The firm also acts in sponsor and managing roles for pooled vehicles, indicating it functions as both an investment adviser and a general partner/managing member for the funds it runs. It is not characterized as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Randall Kelly

    Randall Kelly

    Chief Executive Officer & Chief Investment OfficerCRD 5109353

  • Argirios Kiriazidis

    Argirios Kiriazidis

    Chief Operating Officer & Chief Compliance OfficerCRD 6707982

Contacts

3 of 4
  • Nelson Cheung

    Nelson Cheung

    Senior Vice PresidentCRD 6774617

  • Cameron Fortin

    Senior Vice PresidentCRD 8000034

  • James Sinclair

    Senior Vice PresidentCRD 8000033

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Montreal, null

Location

Montreal, null

Headquartered in Montreal, null.

Address
1010 Sherbrooke St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth