This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

NICOLA WEALTH MANAGEMENT LTD.CRD 173201

Fund type

GLOBAL EQUITY

Latest reported GAV

$380Mgross asset value on Schedule D 7.B(1), as of 2021-09-28; never fund size

Peak reported GAV

$380M

Beneficial owners

5,000

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

2700%

Owned by non-US persons

9900%

Clients solicited

yes

Organised in

Canada

First reported

Jul 16, 2020

Last reported

Sep 28, 2021fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

9

Fund id

805-7890122432

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0dab33be-b0af-70da-7a01-56d348056aa3

First observed

Jul 16, 2020

Last observed

Sep 28, 2021 60 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.