other names
  • ONEX CANADA ASSET MANAGEMENT INC.
  • GLUSKIN SHEFF
  • ONEX CREDIT
  • GLUSKIN SHEFF + ASSOCIATES INC
  • ONEX PRIVATE WEALTH SOLUTIONS

Adviser Profile

As of Date 09/28/2024
Registration status Terminated
ADV Location TORONTO ON, Canada
Contact Info 416 xxxxxxx
Websites
AUM* 2,186,536,197 -64%
of that, discretionary 2,184,537,591 -63%
Private Fund GAV* 0
Avg Account Size 2,911,500 -41%
% High Net Worth 57.66% 3%
SMA’s Yes
Private Funds 0 14

Adviser Type

- Large advisory firm

Number of Employees 70 -61%

of those in investment advisory functions 16 -45%

Client Types

- High net worth individuals
- Business development companies
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker03769M106 Stock NameAPOLLO GLOBAL MGMT INC $ Position$33,340,429 % Position6.00% $ Change-30.00% # Change-9.00%
Stck TickerG0403H108 Stock NameAON PLC $ Position$29,876,925 % Position5.00% $ Change-29.00% # Change-23.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$28,295,616 % Position5.00% $ Change-30.00% # Change-24.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$29,855,691 % Position5.00% $ Change-17.00% # Change9.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$30,754,394 % Position5.00% $ Change-7.00% # Change-1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$21,830,861 % Position4.00% $ Change-15.00% # Change-6.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$27,024,828 % Position4.00% $ Change-10.00% # Change-4.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$17,616,455 % Position3.00% $ Change-12.00% # Change2.00%
Stck Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$16,804,333 % Position3.00% $ Change-29.00% # Change-13.00%
Stck Ticker90353T100 Stock NameUBER TECHNOLOGIES INC $ Position$19,538,784 % Position3.00% $ Change-17.00% # Change-6.00%

Brochure Summary