Turn8 Private Wealth Inc.
Firm details
- Headquarters
- Pointe Claire,
- CRD number
- 167608
- Registered since
- July 24, 2013
- Website
- www.turn8privatewealth.com
- Custodians
- INDEPENDENT BANK, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles80.58%
- HNWI18.05%
- Individuals1.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals
Firm profile
FINTRXOverview
Turn8 Private Wealth Inc. is a corporation that has been SEC-registered since 2013 and serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management (along with other fee arrangements) and provides discretionary portfolio management for individuals and small businesses as well as for pooled investment vehicles. It also produces periodic publications or newsletters. Turn8 does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator.
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
- Private Funds80%
- Exchange Traded Equities16%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Craig Mcfadzean
President, Chief Investment OfficerCRD 6221396
Contacts
1 of 1
Shauna Spear
Director of OperationsCRD 7787967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$74.9M in ETFs
81%
$60.8M
17%
$14.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $8.2M | 145,448 | 11.00% |
Location
Pointe Claire, null
Location
Pointe Claire, null
Headquartered in Pointe Claire, null.
- Address
- 277 Lakeshore Rd
- Office locations
Similar firms
Sonoma Allocations
RIASanta Rosa, CA
SPX Capital Management LLC
RIANew York, NY
Sykon Capital LLC
RIAHarrison, NY
Financial Management Strategies, LLC
RIABaltimore, MD
Maestria Partners LLC
RIAAtlanta, GA