TURN8 PRIVATE WEALTH INC.
Adviser information for TURN8 PRIVATE WEALTH INC. last updated from Form ADV on July 24th, 2023. 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 | MARCH |
| Legal Location | Canada |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 997 | $220.3M |
| Non-Discretionary | 0 | $0 |
| Total | 997 | $220.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 154 | $8.9M |
| HNW Individuals | 100 | $35.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $176.3M |
| 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 | 90 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSUBADVISOR FEES |
Identifiers
| SEC RIA File Number | 801-78315 |
|---|---|
| SEC ERA File Number | 801-78315 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167608 |
| Legal Entity Identifier | None |
Principal Office
277 LAKESHORE RD.SUITE 2
POINTE CLAIRE
Canada
Monday - Friday, 7AM - 6PM
Tel: (514) 600-1466, Fax: (514) 600-1467
Chief Compliance Officer
CRAIG MCFADZEAN
CIO
277 LAKESHORE RD.
SUITE 2
POINTE CLAIRE
Canada
Tel:
514 600 1466
Fax:
514 600 1466
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 |
|---|---|---|---|---|---|
| MCFADZEAN, CRAIG, STUART | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND PRESIDENT | 03/2015 | < 5% |
| Havill, Robert, Thomas Lindsay | Individual | – | MANAGER | 06/2018 | 10-25% |
| THE CSM TRUST | Foreign Entity | – | OWNER | 03/2015 | > 75% |
| MCFADZEAN, CRAIG, STUART | Individual | THE CSM TRUST | TRUSTEE | 03/2015 | |
| Spear, Shauna | Individual | – | DIRECTOR OF OPERATIONS | 08/2018 | 5-10% |