PCJ Investment Counsel Ltd.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 174083
- Registered since
- January 2, 2015
- Website
- www.cclgroup.com
- 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
FINTRXOverview
PCJ Investment Counsel Ltd. is organized as a corporation and is registered with the SEC since 2015. The firm is classified as a hedge-fund style investment adviser serving primarily institutional clients. Its advisory remit covers portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Compensation is structured as a percentage of assets under management and may include performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. Industry affiliations indicate roles beyond pure advisory work, including acting as a sponsor, general partner or managing member of pooled vehicles and registrations as other types of investment-related sponsors or trading entities.
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
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$7M in ETFs
100%
$7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| US GLOBAL JETS ETF (JETS) | Passive | Industrials | $7M | 210,000 | 100.00% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 130 King St W
- Office locations
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