BONNEFIELD FINANCIAL
BONNEFIELD FINANCIAL INC. Legal Name
Adviser information for BONNEFIELD FINANCIAL last updated from Form ADV on March 29th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-128928 |
|---|---|
| SEC ERA File Number | 802-128928 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328267 |
| Legal Entity Identifier | None |
Principal Office
141 ADELAIDE ST. WESTSUITE 510
TORONTO, ONTARIO
Canada
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: (416) 682-2677, Fax: None
Chief Compliance Officer
JEREMY RUTKE
PARTNER
141 ADELAIDE STREET WEST
SUITE 510
TORONTO, ONTARIO
Canada
Tel:
613-265-6960
J*****@*************M
(Full email address available in API data)
Industry Affiliates
| BONNEFIELD AGRIBUSINESS FUND GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| BONNEFIELD EVERGREEN GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| BONNEFIELD GP III INC. | Sponsor, GP, manager of pooled investment vehicles |
| BONNEFIELD GP IV INC. | Sponsor, GP, manager of pooled investment vehicles |
| BONNEFIELD GP V INC. | Sponsor, GP, manager of pooled investment vehicles |
| BONNEFIELD REALTY INC. | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BONNEFIELD CANADIAN FARMLAND LP V NON-RESIDENT | FEEDER INTO REAL ESTATE | $11.3M | $0.2M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WGAM STRATEGIC PARTNERSHIP FUND L.P. | Foreign Entity | 12683709 CANADA INC. | SHAREHOLDER | 01/2021 | > 75% |
| LATITUDE PARTNERS INC. | Foreign Entity | – | SHAREHOLDER, CLASS B SHARES | 03/2021 | 10-25% |
| 12683709 CANADA INC. | Foreign Entity | – | SHAREHOLDER, CLASS A SHARES | 03/2021 | 50-75% |
| WGAM GENERAL PARTNER INC. | Foreign Entity | WGAM STRATEGIC PARTNERSHIP FUND L.P. | GENERAL PARTNER | 04/2019 | |
| WALTER GROUP INC. | Foreign Entity | WGAM STRATEGIC PARTNERSHIP FUND L.P. | PARTNER | 04/2019 | 25-50% |
| WALTER GLOBAL ASSET MANAGEMENT INC. | Foreign Entity | WGAM GENERAL PARTNER INC. | SHAREHOLDER | 03/2019 | > 75% |
| 11476203 CANADA INC. | Foreign Entity | WALTER GLOBAL ASSET MANAGEMENT INC. | SHAREHOLDER | 02/2019 | 25-50% |
| WALTER GROUP INC. | Foreign Entity | WALTER CAPITAL MANAGEMENT INC. | SHAREHOLDER | 01/2024 | > 75% |
| INSPIRE CAPITAL INC. | Foreign Entity | 11476203 CANADA INC. | SHAREHOLDER | 05/2020 | 25-50% |
| INVEXIA CAPITAL INC. | Foreign Entity | 11476203 CANADA INC. | SHAREHOLDER | 02/2019 | 25-50% |
| Eisenhauer, Thomas, Andrew | Individual | – | FOUNDING PARTNER, CHIEF EXECUTIVE OFFICER, DIRECTOR | 06/2009 | < 5% |
| Gruza, Andrea | Individual | – | MANAGING PARTNER | 05/2021 | < 5% |
| D'Archivio, Richard | Individual | – | MANAGING PARTNER, CHIEF FINANCIAL OFFICER | 05/2019 | < 5% |
| Rutke, Jeremy, Eduard | Individual | – | PARTNER, CHIEF COMPLIANCE OFFICER | 05/2019 | < 5% |
| Lalonde, Julie | Individual | – | DIRECTOR | 03/2021 | < 5% |
| Eisenhauer, Thomas, Andrew | Individual | LATITUDE PARTNERS INC. | FOUNDING PARTNER, CHIEF EXECUTIVE OFFICER, DIRECTOR; CLASS A VOTING SHARES | 02/1999 | > 75% |
| BROSSEAU, SYLVAIN | Individual | – | DIRECTOR | 03/2021 | < 5% |
| Somers, Pierre, NMN | Individual | WALTER GROUP INC. | SHAREHOLDER; COMMON & PREFERRED SHARES | 12/1987 | > 75% |
| Somers, Pierre, NMN | Individual | WALTER GROUP INC. | SHAREHOLDER; COMMON & PREFERRED SHARES | 12/1987 | > 75% |
| Dufresne, Martin, NMN | Individual | INSPIRE CAPITAL INC. | SHAREHOLDER | 09/2018 | > 75% |
| BROSSEAU, SYLVAIN | Individual | INVEXIA CAPITAL INC. | SHAREHOLDER | 11/2004 | > 75% |
| WALTER CAPITAL MANAGEMENT INC. | Foreign Entity | WALTER GLOBAL ASSET MANAGEMENT INC. | SHAREHOLDER | 01/2024 | 50-75% |