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

Adviser Profile

Registration status Terminated
As of Date 09/28/2024
ADV Location TORONTO ON, Canada
Adviser Type - Large advisory firm
Number of Employees 70 -61%
of those in investment advisory functions 16 -45%
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
Contact Info 416 xxxxxxx
Websites

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
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker03769M106 Stock NameAPOLLO GLOBAL MGMT INC $ Position$47,373,436 % Position7.00% $ Change-6.00% # Change-14.00%
Stck TickerG0403H108 Stock NameAON PLC $ Position$42,223,857 % Position6.00% $ Change-30.00% # Change-30.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$40,441,478 % Position6.00% $ Change19.00% # Change-7.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$33,081,743 % Position5.00% $ Change-4.00% # Change-4.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$35,856,554 % Position5.00% $ Change-10.00% # Change-4.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$25,631,407 % Position4.00% $ Change2.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$30,182,985 % Position4.00% $ Change3.00% # Change-4.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$18,842,376 % Position3.00% $ Change1.00% # Change-4.00%
Stck Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$23,630,475 % Position3.00% $ Change-12.00% # Change-18.00%
Stck Ticker90353T100 Stock NameUBER TECHNOLOGIES INC $ Position$23,487,949 % Position3.00% $ Change-26.00% # Change-11.00%

Brochure Summary