T. Rowe Price (Canada), Inc.

RIASEC RegisteredEst. 1991
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$205M
Accounts
32
Employees
11
Advisory reps
9

Firm details

Headquarters
Baltimore, Maryland
CRD number
107290
Registered since
August 9, 1991
Custodians
BANK OF NEW YORK MELLON BANK, NA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.06%
  • Pension & Profit Sharing Plans14.91%
  • Corporations / Businesses0.02%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

T. Rowe Price (Canada), Inc. is a corporate, SEC‑registered institutional investment adviser that operates with an institutional client focus while also providing portfolio management for pooled vehicles and for individuals and small businesses. The firm charges both a percentage‑of‑AUM fee and performance‑based fees, and it is registered to act in CPO/CTA roles. It reports being an active ESG investor, and its industry affiliations indicate it plays multiple operational roles beyond pure advisory — including broker‑dealer relationships, trust company functions, and sponsoring or acting as GP/manager of pooled investment vehicles. The firm is identified as a domestic entity with individual ownership elements and has been registered since 1991.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Julie Ortel

    Chief Compliance OfficerCRD 4335427

Contacts

3 of 8
  • David Oestreicher

    David Oestreicher

    General CounselCRD 4594569

  • Matthew Belski

    Matthew Belski

    Vice PresidentCRD 2667367

  • Ryan Nolan

    Ryan Nolan

    Legal CounselCRD 3212870

Unlock 5 more contacts

Wealth teams

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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

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore City
Address
1307 Point St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth