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CRD 338305
TORONTO, ONTARIO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KEELEY, PATRICK, BROOKS | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | yes | 10/2024 | Jul 24, 2026 | Jul 24, 2026 |
| LASCHOWSKI, GRANT, REGGIE | PORTFOLIO MANAGER | A | no | 06/2026 | Jul 24, 2026 | Jul 24, 2026 |
| Nunes, Chris, NMN | DIRECTOR OF OPERATIONS AND CLIENT EXPERIENCE | Na | no | 06/2025 | Jul 24, 2026 | Jul 24, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 24, 2026 | $83.8M | $83.8M | 4 | 3 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $83.8M | n/a | n/a | n/a | n/a | 4 | n/a | 0 | n/a |