1832 Asset Management U.S. Inc. is an adviser based in Toronto, Ontario. It manages $845.98 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, New York, and Texas.
1832 Asset Management U.S provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 1832 Asset Management U.S. Inc. is $845.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 307% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 1832 Asset Management U.S. Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, and corporations or other businesses. The largest group of clients of John Pereira is high net worth individuals with 86 clients and $408.66 million of assets under management. Among the 9 most similar advisory firms, 1832 Asset Management U.S has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $845.98 million for 287 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
1832 Asset Management U.S doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
John Pereira has been acting as President since 1 Dec 2015. Wesley Glen Samuel Mills has served as the Chief Investment Officer since 1 Apr 2011. Dana Robyn Banks joined the executive team most recently as the Chief Compliance Officer.
The principal office where 1832 Asset Management U.S. Inc. performs its advisory services is located at 28 Th Floor, Toronto, Ontario, M5 C 2 V9 The mailing address of the firm is 38 Th Floor, Toronto, Ontario, M5 H 2 X6. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-363-9097 or by fax 416-865-3463. The normal business hours are 8:30 to 5:00 on Monday - Friday.