C
CRD: 306125
Canaan Investment Management
Midlothian, VA
2029579966
$14.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2019
- Office Locations
- 1
Office Locations
-- Midlothian VA
About Canaan Investment Management
Canaan Investment Management is a Midlothian-based RIA. The firm has been operating for 6 years. Managing $14.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$364.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Owner & Executives
I
IYAD FATTOUM
Portfolio Manager, PRINCIPAL
- CRD
- #6402128
- Ownership
- 75% or more
(590) 380-7158
focus.atlas@northcapital.com
in linkedin.com/in/element-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,603,628 | -- |
| Non-Discretionary | $4,992,043 | -- |
| Total | $14,595,671 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,595,671
Equity - Exchange:
48.4% U.S. Government/Agency:
51.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,462,949,252 | 48.4% |
| U.S. Government/Agency | $3,691,904,574 | 51.6% |
| Total | $7,154,853,826 | 100.0% |