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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENR ASSET MANAGEMENT, INCORPORATED

CRD 136315

WESTMOUNT, QUEBEC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae611a2-8d56-4f79-e40b-d7629607a41a

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2012 to Mar 23, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $177MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $75.9M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 177
Individual clients: 63
High net worth clients: 112
SEC number: 801-72575
CRD: 136315
Filings on the tape: 22
First filed: Jan 13, 2012
Latest filed: Mar 23, 2026
Organised: Corporation
Website: enrassetmanagement.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROSEMAN, ERIC, NAIMER	CHIEF INVESTMENT OFFICER	E	yes	07/1992	Jan 13, 2012	Feb 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$177M	$75.9M	3	3	0	n/a	n/a
2024	Mar 17, 2025	$145M	$68.4M	3	3	0	n/a	n/a
2023	Feb 22, 2024	$151M	$73.0M	3	3	0	n/a	n/a
2022	Mar 17, 2023	$161M	$80.6M	3	3	0	n/a	n/a
2021	Mar 9, 2022	$192M	$92.5M	3	3	0	n/a	n/a
2020	Mar 16, 2021	$195M	$90.1M	3	3	0	n/a	n/a
2019	Mar 11, 2020	$202M	$103M	3	3	0	n/a	n/a
2018	Feb 25, 2019	$201M	$105M	3	3	1	n/a	n/a
2017	Feb 16, 2018	$266M	$135M	3	3	1	n/a	n/a
2016	Jan 31, 2017	$276M	$150M	3	3	n/a	n/a	n/a
2015	Feb 22, 2016	$302M	$100M	3	3	n/a	n/a	n/a
2014	Mar 23, 2015	$373M	$221M	3	3	n/a	n/a	n/a
2013	Mar 31, 2014	$475M	$262M	3	3	n/a	n/a	n/a
2012	Mar 25, 2013	$290M	$121M	3	3	n/a	n/a	n/a
2011	Feb 7, 2012	$115M	$115M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$177M	$145M	21.5%	$161M	3.1%	3	3	0	0

Relationships

Controls (1)

← ROSEMAN, ERIC, NAIMEROwnerCHIEF INVESTMENT OFFICER, ownership code E, individual
Jan 13, 2012 to Feb 22, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ae611a2-8d56-4f79-e40b-d7629607a41a
First observed: Jan 13, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

ENR ASSET MANAGEMENT, INCORPORATED

CRD 136315

WESTMOUNT, QUEBEC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae611a2-8d56-4f79-e40b-d7629607a41a

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROSEMAN, ERIC, NAIMER

CHIEF INVESTMENT OFFICER

yes

07/1992

Jan 13, 2012

Feb 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$177M

$75.9M

n/a

2024

Mar 17, 2025

$145M

$68.4M

n/a

2023

Feb 22, 2024

$151M

$73.0M

n/a

2022

Mar 17, 2023

$161M

$80.6M

n/a

2021

Mar 9, 2022

$192M

$92.5M

n/a

2020

Mar 16, 2021

$195M

$90.1M

n/a

2019

Mar 11, 2020

$202M

$103M

n/a

2018

Feb 25, 2019

$201M

$105M

n/a

2017

Feb 16, 2018

$266M

$135M

n/a

2016

Jan 31, 2017

$276M

$150M

n/a

2015

Feb 22, 2016

$302M

$100M

n/a

2014

Mar 23, 2015

$373M

$221M

n/a

2013

Mar 31, 2014

$475M

$262M

n/a

2012

Mar 25, 2013

$290M

$121M

n/a

2011

Feb 7, 2012

$115M

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

$177M

$145M

21.5%

$161M

3.1%