RIA Intel›Advisers›JARISLOWSKY, FRASER LIMITED

JARISLOWSKY, FRASER LIMITED

Advisory

N·MONTREAL QUEBEC

Data as of Oct 24, 2024 · Source: SEC Form ADV

Total AUM

$38.2B

1-Year AUM Growth

+0.1%

3-Year CAGR

-1.1%

Employees

62

Assets Under Management

Total AUM$38.2B

Discretionary AUM$38.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4,653

Team

Total Employees62

Investment Advisers225

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record63

First FilingFeb 28, 2001

Latest FilingOct 24, 2024

🔒 Full AUM trend chart and 63 historical filings spanning 23+ 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 JARISLOWSKY, FRASER LIMITED

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