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 registered with the SEC since 2017 that advises both individual/family and institutional clients on a fee-percentage-of-AUM basis. Ownership is reported as a mix of a foreign entity and an individual. The firm’s advisory mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutional clients. It does not identify as an active ESG investor, is not a multi-state adviser, and is not designated a pension consultant or related adviser.