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 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
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 2HEIKI ALTOSAAR
Chief Compliance OfficerCRD 5719793
ADAM POSMAN
President and CIOCRD 6045506
Contacts
3 of 7Stephen 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
FINTRXLocation
TORONTO ONTARIO, null
Location
TORONTO ONTARIO, null
Headquartered in TORONTO ONTARIO, null.
- Address
- 130 King St W
- Office locations
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