EWING MORRIS & CO. INVESTMENT PARTNERS LTD.
Adviser information for EWING MORRIS & CO. INVESTMENT PARTNERS LTD. last updated from Form ADV on February 28th, 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 | NOVEMBER |
| 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 | – |
Principal Office
1407 YONGE STREETSUITE 500
TORONTO
Canada
Monday - Friday, 8 A.M. - 6 P.M.
Tel: 416-640-2791, Fax: None
Websites
Chief Compliance Officer
ASHLEIGH BREANN KIRINCICH
CHIEF OPERATING OFFCER & GENERAL COUNSEL
1407 YONGE ST.
SUITE 500
TORONTO
Canada
Tel:
416-640-2793
B**************@**************M
(Full email address available in API data)
Industry Affiliates
| EWING MORRIS OPPORTUNITIES GENPAR LTD. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EWING MORRIS FLEXIBLE FIXED INCOME FUND LP | Hedge Fund | $178.5M | $0.0M | 243 |
| EWING MORRIS OPPORTUNITIES FUND LP | Hedge Fund | $86.6M | $0.0M | 94 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANNOX HOLDINGS LTD. | Foreign Entity | – | SHAREHOLDER - CLASS A | 06/2011 | 25-50% |
| DDM & CO. HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER - CLASS A | 06/2011 | 25-50% |
| HAYCON INVESTMENTS LTD. | Foreign Entity | – | SHAREHOLDER - CLASS B | 06/2011 | 10-25% |
| THE EWING FAMILY TRUST | Foreign Entity | LANNOX HOLDINGS LTD. | SHAREHOLDER | 09/2013 | > 75% |
| THE MORRIS FAMILY TRUST | Foreign Entity | DDM & CO. HOLDINGS LTD. | SHAREHOLDER | 09/2013 | > 75% |
| EWING, JOHN, PETER | Individual | – | CO-PRESIDENT | 06/2011 | < 5% |
| MORRIS, DARCY, DENNING | Individual | – | CO-PRESIDENT | 06/2011 | < 5% |
| EWING, JOHN, PETER | Individual | THE EWING FAMILY TRUST | TRUSTEE | 09/2013 | 50-75% |
| DE WIT, COLLEEN | Individual | THE EWING FAMILY TRUST | TRUSTEE | 09/2013 | 25-50% |
| MORRIS, DARCY, DENNING | Individual | THE MORRIS FAMILY TRUST | TRUSTEE | 09/2013 | 50-75% |
| CONNELL, DEVIN, PAULA | Individual | THE MORRIS FAMILY TRUST | TRUSTEE | 09/2013 | 25-50% |
| KIRINCICH, ASHLEIGH, BREANN | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 09/2018 | < 5% |
| Hammill, Anthony | Individual | – | SHAREHOLDER - CLASS C | 05/2017 | 10-25% |
| WITHROW PARK CAPITAL CORP. | Foreign Entity | – | SHAREHOLDER - CLASS C | 05/2017 | 10-25% |
| BLAKELY, LINDSAY, JEAN | Individual | WITHROW PARK CAPITAL CORP. | DIRECTOR | 11/2008 | > 75% |
| STEUART 2016 FAMILY TRUST | Foreign Entity | – | SHAREHOLDER - CLASS D | 12/2020 | 10-25% |
| Steuart, Randy, Boyd | Individual | STEUART 2016 FAMILY TRUST | TRUSTEE | 01/2016 |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3D SYS CORP DEL | NOTE 11/1 | 2M | 2M | – |
| ADVANCED DRAIN SYS INC DEL | COM | 3M | 17K | – |
| AFFIRM HLDGS INC | NOTE 11/1 | 8M | 10M | – |
| BANDWIDTH INC | NOTE 0.500% 4/0 | 13M | 17M | – |
| BLACKLINE INC | NOTE 3/1 | 11M | 12M | – |
| CABLE ONE INC | NOTE 1.125% 3/1 | 5M | 6M | – |
| CHEGG INC | NOTE 9/0 | 5M | 6M | – |
| CONSENSUS CLOUD SOLUTIONS IN | COM | 105K | 6K | – |
| DAVE & BUSTERS ENTMT INC | COM | 2M | 43K | – |
| GOGO INC | COM | 9M | 945K | – |
| GOODYEAR TIRE & RUBR CO | COM | 2M | 166K | – |
| GOOSEHEAD INS INC | COM CL A | 5M | 79K | – |
| JOHN BEAN TECHNOLOGIES CORP | COM | 475K | 5K | – |
| LATHAM GROUP INC | COM | 5M | 2M | – |
| OKTA INC | NOTE 0.125% 9/0 | 947K | 1M | – |
| OKTA INC | NOTE 0.375% 6/1 | 918K | 1M | – |
| OMNICELL COM | NOTE 0.250% 9/1 | 6M | 6M | – |
| PELOTON INTERACTIVE INC | NOTE 2/1 | 7M | 8M | – |
| PETIQ INC | COM CL A | 6M | 268K | – |
| Q2 HLDGS INC | NOTE 0.125%11/1 | 5M | 5M | – |
| RAND CAP CORP | COM NEW | 284K | 19K | – |
| RAPID7 INC | NOTE 0.250% 3/1 | 2M | 2M | – |
| SNAP INC | NOTE 0.125% 3/0 | 2M | 3M | – |
| SOTERA HEALTH CO | COM | 37K | 3K | – |
| STONERIDGE INC | COM | 19M | 1M | – |
| TECHTARGET INC | NOTE 12/1 | 3M | 3M | – |
| TRIPADVISOR INC | NOTE 0.250% 4/0 | 8M | 9M | – |
| UNITY SOFTWARE INC | NOTE 11/1 | 12M | 14M | – |
| UPWORK INC | NOTE 0.250% 8/1 | 6M | 7M | – |
| VESTIS CORPORATION | COM SHS | 454K | 37K | – |
| XOMETRY INC | NOTE 1.000% 2/0 | 3M | 4M | – |
| ZIFF DAVIS INC | COM | 2M | 39K | – |
| ZIFF DAVIS INC | NOTE 1.750%11/0 | 5M | 6M | – |