CRD: 120836
1832 Asset Management U.s. Inc.
Toronto, Ontario, M5H 0
4168407986
$1.4B Total AUM
$1.4B Disc. AUM
20.0% 3Y CAGR
251 Employees
298 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-14-2002
- Office Locations
- 1
Office Locations
16th Floor 40 Temperance Street Toronto, Ontario --
About 1832 Asset Management U.s. Inc.
1832 Asset Management U.s. Inc. is a Toronto, Ontario-based RIA. The firm has been operating for 24 years. Managing $1.4B in total assets under management, with 113 advisory representatives. They custody assets with BNY Mellon and Northern Trust. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
40 AVG AGE
$12.6M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
7.9 yrs AVG TENURE
251 Employees
113 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Eagle peak Crest eagle Quantum Insight Crest unison
Client Personas
Wave meridian
Investment Themes
Momentum crest Alpha crest Prime Zenith
Investment Vehicles
Insight
Services
Timber Catalyst unison Oak signal
Owner & Executives
D
Dana Robyn Banks
Chief Compliance Officer
- CRD
- #5470926
- Ownership
- Less than 5%
(368) 645-1003
prime.signal@capitalcapital.com
in linkedin.com/in/alpha-ember
T
TODD WINSTON FLICK
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(663) 986-5371
focus.quantum@focuscapital.com
in linkedin.com/in/wave-vector
S
Signal vital
Timber optima
- CRD
- #55989
- Ownership
- 25.9%
(733) 685-8397
north.meridian@vertexcapital.com
in linkedin.com/in/optima-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,427,489,393 | $3,089,804 |
| Non-Discretionary | $0 | -- |
| Total | $1,427,489,393 | $3,089,804 |
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Separately Managed Accounts
Total SMA Asset: $1,059,211,913
Equity - Exchange:
23.1% U.S. Government/Agency:
10.8% Other:
11.5% Cash:
24.6% Corporate - Investment Grade:
17.9% Sovereign Bonds:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $122,725,789 | 23.1% |
| U.S. Government/Agency | $57,378,291 | 10.8% |
| Other | $61,097,254 | 11.5% |
| Cash | $130,694,996 | 24.6% |
| Corporate - Investment Grade | $95,099,204 | 17.9% |
| Sovereign Bonds | $64,284,938 | 12.1% |
| Total | $531,280,472 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER RADIAL | VERTEX ATLAS | GW8CGMS8W | XDYGL | 6.83% | $58,393,550 |
| RIDGE VERTEX NORTH | EMBER EAGLE | OEN644S3R | KHSA | 1.32% | $17,085,518 |
| ALPHA LEGACY | RADIAL VITAL | ERP78OVHC | AKZ | 5.47% | $1,067,387 |
| DELTA ALPHA RADIAL | INSIGHT MERIDIAN | QNBYXK08L | ETZ | 11.56% | $117,459,290 |
| NORTH HARBOR | TIMBER CAPITAL | STG96LDFI | XLD | 9.48% | $4,194,357 |
| MOMENTUM RADIAL | HORIZON ZENITH | BS3KH3R46 | OTOI | 10.04% | $106,126,701 |
| BRIDGE PATHWAY | PIONEER FRONTIER | VPTGEYKC8 | VTG | 5.10% | $103,222,996 |
| ZENITH CAPITAL VALUE | DELTA CATALYST | WMEM7ZUMO | RPG | 8.56% | $18,408,487 |