BLACK CREEK INVESTMENT MANAGEMENT INC.
Adviser information for BLACK CREEK INVESTMENT MANAGEMENT INC. last updated from Form ADV on January 2nd, 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 | SEPTEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 29 |
|---|---|
| Investment Advisory/Research | 10 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $9.4B |
| Non-Discretionary | 1 | $53.3M |
| Total | 38 | $9.4B |
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 | 19 | $7.9B |
| Pension and profit sharing plans | 9 | $835.8M |
| Charitable organizations | 7 | $495.3M |
| State or municipal gov entities | <5 | $184.4M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $53.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 70 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
123 FRONT STREET WESTSUITE 1200
TORONTO
Canada
Monday - Friday, 7:30 AM - 5:30 PM
Tel: 416-236-2424, Fax: 416-236-5117
Chief Compliance Officer
MIRIAM LEE
123 FRONT STREET WEST, SUITE 1200
P.O. BOX 26
TORONTO
Canada
Tel:
(647) 776-8195
Fax:
(416) 236-5117
L**@******A
(Full email address available in API data)
Regulatory Contact
JEFFREY S. ISRAEL
PRESIDENT, COO AND MANAGING DIRECTOR
123 FRONT STREET WEST, SUITE 1200
P.O. BOX 26
TORONTO
Canada
Tel:
(416) 371-1022
Fax:
(416) 236-5117
I*****@******A
(Full email address available in API data)
Industry Affiliates
| BLACK CREEK INTERNATIONAL EQUITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLACK CREEK INTERNATIONAL EQUITY FUND, LP | OTHER PRIVATE FUND | $160.9M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JENKINS, RICHARD, LYLE | Individual | – | CHAIRMAN AND MANAGING DIRECTOR; TRUSTEE, JENKINS FAMILY TRUST, CULZEAN HOLDINGS INC. | 12/2008 | < 5% |
| KANKO, WILLIAM, DAVID | Individual | – | MANAGING DIRECTOR; TRUSTEE, KANKO FAMILY TRUST | 12/2008 | < 5% |
| KANKO, WILLIAM, DAVID | Individual | KANKO FAMILY TRUST | TRUSTEE | 12/2008 | |
| HARRISON, SUSAN | Individual | KANKO FAMILY TRUST | TRUSTEE | 12/2008 | |
| QUINLAN, BRIAN | Individual | KANKO FAMILY TRUST | TRUSTEE | 12/2008 | |
| JENKINS, RICHARD, LYLE | Individual | JENKINS FAMILY TRUST | TRUSTEE | 12/2008 | |
| JENKINS, LORELEI | Individual | JENKINS FAMILY TRUST | TRUSTEE | 12/2008 | |
| KAKABEKA HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER | 05/2013 | 10-25% |
| SATTEL INVESTMENTS LIMITED | Foreign Entity | – | SHAREHOLDER | 05/2013 | 25-50% |
| KANKO FAMILY TRUST | Foreign Entity | KAKABEKA HOLDINGS INC. | SHAREHOLDER | 05/2013 | > 75% |
| JENKINS FAMILY TRUST | Foreign Entity | SATTEL INVESTMENTS LIMITED | SHAREHOLDER | 05/2013 | > 75% |
| LEE, MIRIAM, EUN-JOO | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2013 | < 5% |
| ARGENT CANTRI INC. | Foreign Entity | – | SHAREHOLDER | 01/2014 | 5-10% |
| THE GALARCE FAMILY TRUST (2013) | Foreign Entity | ARGENT CANTRI INC. | SHAREHOLDER | 01/2014 | > 75% |
| GALARCE, MATIAS, MARIA | Individual | THE GALARCE FAMILY TRUST (2013) | TRUSTEE | 01/2014 | |
| GALARCE, MARIA, DE LA PAZ | Individual | THE GALARCE FAMILY TRUST (2013) | TRUSTEE | 01/2014 | |
| LOWRY, SCOTT, GRAHAM | Individual | THE GALARCE FAMILY TRUST (2013) | TRUSTEE | 01/2014 | |
| AMVIRENCE INC. | Foreign Entity | – | SHAREHOLDER | 01/2014 | 5-10% |
| LEILA'S PAJAMAS INC. | Foreign Entity | – | SHAREHOLDER | 05/2016 | 5-10% |
| HP-BLUESKIES HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER | 05/2016 | 10-25% |
| Huang, Zhongyi | Individual | AMVIRENCE INC. | SHAREHOLDER | 01/2014 | > 75% |
| Jhaveri, Samir | Individual | LEILA'S PAJAMAS INC. | SHAREHOLDER | 05/2016 | > 75% |
| Peirce, Heather | Individual | HP-BLUESKIES HOLDINGS INC. | SHAREHOLDER | 05/2016 | > 75% |
| Israel, Jeffrey, Scott | Individual | – | PRESIDENT, CHIEF OPERATING OFFICER AND MANAGING DIRECTOR | 09/2021 | < 5% |
| Peirce, Heather | Individual | – | MANAGING DIRECTOR | 09/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 20M | 109K | – |
| ARAMARK | COM | 21M | 614K | – |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | 1M | 135K | – |
| BAIDU INC | SPON ADR REP A | 258M | 3M | – |
| BOOKING HOLDINGS INC | NOTE 0.750% 5/0 | 210K | – | – |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 77M | 498K | – |
| BORGWARNER INC | COM | 2M | 53K | – |
| CENCORA INC | COM | 6M | 25K | – |
| CRITEO S A | SPONS ADS | 2M | 40K | – |
| DOLLAR TREE INC | COM | 3M | 27K | – |
| ELANCO ANIMAL HEALTH INC | COM | 259M | 18M | – |
| FIGS INC | CL A | 2M | 384K | – |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 98M | 907K | – |
| FTI CONSULTING INC | COM | 53M | 246K | – |
| GRIFOLS S A | SP ADR REP B NVT | 78M | 12M | – |
| HAIN CELESTIAL GROUP INC | COM | 249K | 36K | – |
| HOLOGIC INC | COM | 174M | 2M | – |
| ICICI BANK LIMITED | ADR | 34M | 1M | – |
| IMPINJ INC | COM | 1M | 8K | – |
| INTERPUBLIC GROUP COS INC | COM | 278M | 10M | – |
| IPG PHOTONICS CORP | COM | 7M | 79K | – |
| MATCH GROUP INC | COM | 7M | 225K | – |
| MERCK & CO INC | COM | 13M | 102K | – |
| MORNINGSTAR INC | COM | 858K | 3K | – |
| NICE LTD | SPONSORED ADR | 233M | 1M | – |
| NUTRIEN LTD | COM | 268M | 5M | – |
| PAYPAL HLDGS INC | COM | 246M | 4M | – |
| PRICESMART INC | COM | 127M | 2M | – |
| STERICYCLE INC | COM | 216M | 4M | – |
| T-MOBILE US INC | COM | 13M | 73K | – |
| TRIP COM GROUP LTD | ADS | 121K | 3K | – |
| UBER TECHNOLOGIES INC | COM | 6M | 79K | – |
| VAREX IMAGING CORP | NOTE 4.000% 6/0 | 10M | – | – |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 177M | 573K | – |