LAURUS INVESTMENT COUNSEL INC.
Adviser information for LAURUS INVESTMENT COUNSEL INC. last updated from Form ADV on March 27th, 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 | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 24 | $413.9M |
| Non-Discretionary | 0 | $0 |
| Total | 24 | $413.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 11 | $22.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $111.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 3 | $252.2M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $27.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 99 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
120 ADELAIDE STREET WESTSUITE 1901
TORONTO
Canada
Monday - Friday, 9:00-5:00 PM
Tel: 844-430-5501, Fax: 866-404-3963
Chief Compliance Officer
SALEHA HAJI
120 ADELAIDE STREET WEST
SUITE 1901
TORONTO
Canada
Tel:
647-479-2053
S**********@****************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER PAGE
CHIEF EXECUTIVE OFFICER
120 ADELAIDE STREET WEST
SUITE 1901
TORONTO
Canada
Tel:
647-479-2061
C*********@****************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 |
|---|---|---|---|---|---|
| PAGE, CHRIS, WILLIAM | Individual | LAURUS HOLDCO, INC. | OWNER | 04/2014 | 25-50% |
| PAGE, CHRIS, WILLIAM | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2014 | < 5% |
| STARRITT, DENNIS, ROLAND | Individual | – | SENIOR VICE PRESIDENT | 04/2014 | < 5% |
| LAURUS HOLDCO, INC. | Foreign Entity | – | DIRECT OWNER | 04/2014 | > 75% |
| STARRITT, DENNIS, ROLAND | Individual | LAURUS HOLDCO, INC. | OWNER | 04/2014 | 25-50% |
| Haji, Saleha | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ASGN INC | COM | 19M | 159K | – |
| ALIGN TECHNOLOGY INC | COM | 11M | 32K | – |
| AMPHENOL CORP NEW | CL A | 323K | 4K | – |
| BALCHEM CORP | COM | 4M | 19K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 230K | 4K | – |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 251K | 5K | – |
| CBIZ INC | COM | 6M | 57K | – |
| CSW INDUSTRIALS INC | COM | 6M | 17K | – |
| CARLISLE COS INC | COM | 2M | 3K | – |
| CHARLES RIV LABS INTL INC | COM | 20M | 72K | – |
| CHEMED CORP NEW | COM | 4M | 5K | – |
| COLUMBIA SPORTSWEAR CO | COM | 2M | 18K | – |
| COMFORT SYS USA INC | COM | 2M | 5K | – |
| COOPER COS INC | COM | 8M | 71K | – |
| DOUBLEVERIFY HLDGS INC | COM | 13M | 470K | – |
| ENSIGN GROUP INC | COM | 3M | 20K | – |
| EXPONENT INC | COM | 4M | 29K | – |
| FTI CONSULTING INC | COM | 4M | 14K | – |
| FIVE BELOW INC | COM | 3M | 18K | – |
| GLOBAL INDUSTRIAL COMPANY | COM | 3M | 80K | – |
| GOGO INC | COM | 3M | 206K | – |
| GUIDEWIRE SOFTWARE INC | COM | 14M | 76K | – |
| HENRY JACK & ASSOC INC | COM | 16M | 71K | – |
| IMAX CORP | COM | 205K | 9K | – |
| INSPERITY INC | COM | 6M | 44K | – |
| LANDSTAR SYS INC | COM | 4M | 14K | – |
| NAPCO SEC TECHNOLOGIES INC | COM | 3M | 44K | – |
| NATIONAL RESH CORP | COM NEW | 650K | 21K | – |
| PTC INC | COM | 25M | 100K | – |
| RLI CORP | COM | 1M | 7K | – |
| RPM INTL INC | COM | 1M | 9K | – |
| S&P GLOBAL INC | COM | 21M | 35K | – |
| SPS COMM INC | COM | 3M | 12K | – |
| THOMSON REUTERS CORP. | COM | 363K | 2K | – |
| TRANSUNION | COM | 14M | 143K | – |
| TREX CO INC | COM | 3M | 33K | – |
| UFP TECHNOLOGIES INC | COM | 3M | 10K | – |
| WINMARK CORP | COM | 6M | 12K | – |
| XPEL INC | COM | 2M | 36K | – |