Ravenstone Capital Management Inc.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 338898
- Registered since
- July 22, 2026
- Custodians
- INDEPENDENT BANK
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles40.33%
- Corporations / Businesses35.75%
- HNWI15.03%
- Individuals6.66%
- Charitable Organizations1.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ravenstone Capital Management Inc. is a corporate-structured registered adviser that manages portfolios for individuals and families as well as institutional clients. The firm charges fees as a percentage of assets under management and delivers discretionary portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional mandates. Ravenstone is classified as a foreign-entity/individual ownership mix and does not identify as an ESG-focused investor or as a multi-state adviser.
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 Equities48%
- Investment Grade Corp Bonds25%
- Sovereign Bonds22%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
3 of 3Daymon Loeb
CRD 5189631
Adam Donsky
CRD 8182374
Paul Bleiwas
Head of AdvisoryCRD 8182375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$3.3K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $1.5M | 17,766 | 93.66% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 2300 Yonge Street
- Office locations
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