| 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% |
- High net worth individuals
- Business development companies
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Performance-based fees
| 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% |