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CARDINAL POINT CAPITAL MANAGEMENT, ULC

Advisory

N·TORONTO, ON

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM

$4.8B

1-Year AUM Growth

+42.0%

3-Year CAGR

+64.0%

Employees

24

Assets Under Management

Total AUM$4.8B

Discretionary AUM$4.8B

Non-Discretionary AUM$21M

Discretionary %99.6%

Total Clients2,286

Team

Total Employees24

Investment Advisers56

Employee Growth (1Y)-18.2%

Filing History

Total Filings on Record105

First FilingMay 2, 2006

Latest FilingApr 21, 2026

🔒 Full AUM trend chart and 105 historical filings spanning 20+ 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 CARDINAL POINT CAPITAL MANAGEMENT, ULC

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