Lazard Asset Management Canada Inc

RIASEC RegisteredEst. 1995

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$190M

Accounts

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106340
Registered since: October 23, 1995
Website: www.lazardassetmanagement.com
Custodians: RBC INVESTOR & TREASURY SERVICES (FORMERLY RBC DEXIA), STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles43.29%
Corporations / Businesses42.68%
State / Municipal Government13.92%
Charitable Organizations0.1%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lazard Asset Management Canada Inc. is the Canadian arm of a global asset manager that operates as an institutional registered investment adviser. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients, and its reported business activities include functioning as a CPO/CTA. It charges fees based on a percentage of assets under management and may also collect performance-based fees. The adviser reports an institutional client base and identifies as an active ESG investor. Industry affiliations noted in filings point to relationships across custody and product distribution channels, including broker-dealers, other investment advisers, banking or thrift institutions, and roles as sponsor/GP or managing member of pooled investment vehicles. The entity has been SEC-registered since 1995 and is organized as a corporation with domestic ownership.