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1832 ASSET MANAGEMENT U.S. INC.

Advisory

N·TORONTO, ONTARIO

Data as of Oct 23, 2024 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+4.0%

3-Year CAGR

+6.1%

Employees

113

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients296

Team

Total Employees113

Investment Advisers251

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record56

First FilingJan 29, 2003

Latest FilingOct 23, 2024

🔒 Full AUM trend chart and 56 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on 1832 ASSET MANAGEMENT U.S. INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.