DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••• I••••••••• C•••••• L•••
Latest filing Sep 26, 2025
First filing on the tape May 16, 2025 · 2 filings
SEC status approved since May 30, 2025
RAUM
$44B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
65
30 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$44B as of Sep 26, 2025
May 16, 2025$38B then
HNW client RAUM$0 as of Sep 26, 2025
May 16, 2025$0 then
State-registered IARs (5.B.3)0 as of Sep 26, 2025
May 16, 20250 then
Employees (5.A)65 as of Sep 26, 2025
May 16, 202567 then
Private funds: no history
Practice profile
derived from the filing of Sep 26, 2025; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $415MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B58%
- Other investment advisers$8.5B19%
- State and municipal entities$3.6B8.1%
- Pension and profit-sharing plans$3.1B7.0%
- Corporations and businesses$1.8B4.2%
- Investment companies$1.3B3.0%
- Charitable organizations$198M0.4%
- Insurance companies$102M0.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 9reported
- Charitable clients
- 4reported
- Accounts
- 107reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.8 institutional_share=0.16 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• A••••••••• · Shareholder (Class B And Class C), Generalcontrolsince 05/2019 · owns 5% to 10%
- C•••••••• J•••• P••• · Chief Executive Officercontrolsince 02/2023 · owns less than 5%
- C•••••• J••••••• S•••••• · Shareholder (Class B And Class C), Chiefcontrolsince 05/2017 · owns 10% to 25%
- M••••••••• H••••••• E•••••••• · Shareholder (Class A And Class B),controlsince 06/2004 · owns 10% to 25%
- M••••••••• J•••••• T•••••• P•••••• · Shareholder (Class B And Class C), Chief Strategy & Operating Officer (Sincecontrolsince 04/2017 · owns 10% to 25%
- S••••••• S••••••• L••• · Chief Financial Officer And Direct Shareholdercontrolsince 12/2022 · owns less than 5%
- T•••• J••••••• T•• F•• · Shareholder (Class B And Class C), Chiefcontrolsince 06/2019 · owns 5% to 10%
- B•••• J••••• S••• · Shareholder (Class B And Class C)since 06/2017 · owns 10% to 25%
- D••••• J••••• G••••• · Shareholder (Class B And Class C)since 12/2020 · owns 10% to 25%
- D••••••••• N••••••• I••••• · Shareholder (Class B And Class C)since 04/2018 · owns 5% to 10%
- H••••• T••••••• J••• · Shareholder (Class B)since 09/2011 · owns 5% to 10%
- L••• M•••• J••• · Shareholder (Class B And Class C)since 04/2017 · owns 10% to 25%
- M•••••• J••••••••• · Shareholder (Class B And Class C)since 03/2016 · owns 5% to 10%
- M••••• J•••••• P•••••• · Shareholder (Class B)since 01/2011 · owns 5% to 10%
- M••••• G•••• R•••••• · Shareholder (Class A And Class B)since 02/1999 · owns 10% to 25%
- S••• E••••••••• S•••••• · Shareholder (Class A And Class B)since 06/2006 · owns 5% to 10%
- U••••••••• B••••• R•••••• · Shareholder (Class B)since 01/2011 · owns 10% to 25%
- V••••• V•••• · Shareholder (Class A And Class B)since 05/2008 · owns 10% to 25%
- W••• H••••• · Shareholder (Class B And Class C)since 04/2017 · owns 5% to 10%
Entity owners
- G••• A•••• M••••••••• L•••••• · Shareholder (Class A)direct · owns 50% to 75%
- G••• I••••••••• L•••••• · Shareholder (Class A And Class B)direct · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 109 to 107May 16, 2025 to Sep 26, 2025
- Advisory employees · 29 to 30May 16, 2025 to Sep 26, 2025
- Corporate clients · 9 to 8May 16, 2025 to Sep 26, 2025
- Pension plan clients · 10 to 9May 16, 2025 to Sep 26, 2025
- Employees · 67 to 65May 16, 2025 to Sep 26, 2025
- Discretionary RAUM · $38B to $44BMay 16, 2025 to Sep 26, 2025
- Pension RAUM · $2.9B to $3.1BMay 16, 2025 to Sep 26, 2025
- Pooled vehicle RAUM · $22B to $26BMay 16, 2025 to Sep 26, 2025
- RAUM · $38B to $44BMay 16, 2025 to Sep 26, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- ca.linkedin.com/company/canso-investment-counsel-ltd-reportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1-905-881-8853reportedpublic record, Form ADV, Sep 26, 2025
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026