Formula Growth Limited
Firm details
- Headquarters
- Montreal,
- CRD number
- 163245
- Registered since
- April 21, 2017
- Website
- www.formulagrowth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Randall Kelly
Chief Executive Officer & Chief Investment OfficerCRD 5109353

Argirios Kiriazidis
Chief Operating Officer & Chief Compliance OfficerCRD 6707982
Contacts
3 of 4
Nelson Cheung
Senior Vice PresidentCRD 6774617
Cameron Fortin
Senior Vice PresidentCRD 8000034
James Sinclair
Senior Vice PresidentCRD 8000033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1010 Sherbrooke St W
- Office locations
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