CEDARGOLD CONSULTING INC.
Adviser information for CEDARGOLD CONSULTING INC. last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersMarket timing servicesSUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS |
|---|---|
| Compensation | % of AUMHourly chargesSubscription feesFixed feesPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CEDARGOLD CONSULTING INC. WRAP FEE PROGRAM | CEDARGOLD CONSULTING INC. |
Identifiers
| SEC RIA File Number | 801-108914 |
|---|---|
| SEC ERA File Number | 801-108914 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286326 |
| Legal Entity Identifier | None |
Principal Office
2 CAMPBELL DRIVESUITE 572
UXBRIDGE
Canada
Monday - Friday, 9AM - 5PM EASTERN TIME
Tel: 1.416.786.5507, Fax: None
Chief Compliance Officer
RICHARD JOHN BONUGLI
2 CAMPBELL DRIVE
SUITE 572
UXBRIDGE
Canada
Tel:
+1.416.786.5507
I***@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BONUGLI, RICHARD, JOHN | Individual | – | DIRECTOR AND CHIEF COMPLIANCE OFFICER | 01/2010 | > 75% |
| SUTINI, PRISCILLA | Individual | – | DIRECTOR | 12/2018 | < 5% |