Silver Heights Capital Management Inc.

RIASEC RegisteredEst. 2017

Total AUM

$727M

Discretionary

$727M

100% of AUM

Avg account

$7.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 284757
Registered since: January 3, 2017
Website: silverheights.com
Custodians: NATIONAL BANK INDEPENDENT NETWORK (NBIN)
Fee structure: Percentage of AUM
Client types: HNWI44.96%
Other Investment Advisers24.44%
Corporations / Businesses22.54%
Pooled Investment Vehicles6.7%
Charitable Organizations1.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Silver Heights Capital Management Inc. is a corporation that provides fee-based portfolio management across individual, pooled-vehicle, and institutional client types. Founded in 2017, the firm charges a percentage-of-AUM fee and is classified as an unclassified adviser in the dataset. Its client base includes both individuals and families as well as institutional clients. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser according to the filing data. Advisory activity is concentrated on discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Ownership is listed as a mix of a foreign entity and an individual.