C
CRD: 291546
Cadogan Park
Vancouver, B.c., V6C 3
(604) 373-3388
$47.4M Total AUM
$47.4M Disc. AUM
7.1% 3Y CAGR
3 Employees
76 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
885 W. Georgia St. SUITE#1150 Vancouver, B.c. --
About Cadogan Park
Cadogan Park is a Vancouver, B.c.-based RIA. The firm has been operating for 10 years. Managing $47.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$623.8K AVG AUM / CLIENT
10.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NARINDER PAUL SINGH BAINS
Chief Compliance Officer, Managing Partner, President
- CRD
- #5138748
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,409,347 | $632,125 |
| Non-Discretionary | $0 | -- |
| Total | $47,409,347 | $632,125 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing