PCJ INVESTMENT COUNSEL LTD.

RIASEC RegisteredEst. 2015
Total AUM
$924M
Discretionary
$924M
100% of AUM
Avg account
$132M
Accounts
7
Employees
10
Advisory reps
9

Firm details

Headquarters
TORONTO ONTARIO,
CRD number
174083
Registered since
January 2, 2015
Custodians
RBC CAPITAL MARKETS, LLC, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers89.62%
  • Pooled Investment Vehicles5.72%
  • Investment Companies4.46%
  • Insurance Companies0.16%
  • Corporations / Businesses0.05%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

PCJ Investment Counsel Ltd. is organized as a corporation and operates with a hedge-fund orientation while serving an institutional client base. The firm provides discretionary portfolio management across several client types — individuals and small businesses, investment companies, pooled vehicles and institutional/business clients — and charges both a percentage-of-assets fee and performance-based fees. Its regulatory record shows SEC registration dating to 2015. PCJ identifies as having foreign-entity and individual ownership and is not presented as a capital allocator; it also reports that it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 73%, Private Funds 27%73%
  • Exchange Traded Equities73%
  • Private Funds27%

Owners & executives

2 of 2
  • HEIKI ALTOSAAR

    Chief Compliance OfficerCRD 5719793

  • ADAM POSMAN

    President and CIOCRD 6045506

Contacts

3 of 7
  • Stephen Reynolds

    Vice PresidentCRD 4843745

  • Michael Walsh

    Managing DirectorCRD 6734500

  • Timothy Marzec

    Vice PresidentCRD 6592061

Unlock 4 more contacts

Wealth teams

FINTRX

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

TORONTO ONTARIO, null

Location

TORONTO ONTARIO, null

Headquartered in TORONTO ONTARIO, null.

Address
130 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth