Sectoral Asset Management Inc.

RIASEC RegisteredEst. 2001
Total AUM
$331M
Discretionary
$331M
100% of AUM
Avg account
$41.4M
Accounts
8
Employees
20
Advisory reps
3

Firm details

Headquarters
Montreal,
CRD number
110345
Registered since
March 7, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sectoral Asset Management Inc. is a corporate investment adviser that has been SEC-registered since 2001 and operates primarily as a private equity fund manager. Ownership includes both foreign-entity and individual stakeholders. The firm serves institutional clients and provides portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its compensation mixes asset-based fees with performance-linked fees, and it reports being an active ESG investor, indicating ESG factors are part of its stated investment approach. Sectoral does not identify as a capital allocator and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Marina Lalakin

    Marina Lalakin

    Chief Compliance OfficerCRD 7828688

  • Jerome Pfund

    Jerome Pfund

    CEOCRD 2932005

Contacts

1 of 1
  • Marc-Andre Marcotte

    PartnerCRD 6928464

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

Montreal, null

Location

Montreal, null

Headquartered in Montreal, null.

Address
1010 Sherbrooke Street, West
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth