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Dubeau Capital USA, Inc.

Dubeau Capital USA, Inc.. CRD 119222

Dubeau Capital USA, Inc. logo

CRD: 119222

Dubeau Capital USA, Inc.

Quebec City, Quebec, G2K 0
4186285533
$47.9M Total AUM
$47.9M Disc. AUM
21.0% 3Y CAGR
6 Employees
22 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
PathwayPrime insight
Established Date
05-01-2001
Office Locations
1

Office Locations

5700 Boulevard DES Galeries Suite 440 Quebec City, Quebec --

About Dubeau Capital USA, Inc.

Founded in 1992, Dubeau Capital provides discretionary portfolio management and financial advice for individuals, corporations, and institutions. The firm builds bespoke portfolios with a disciplined, risk-aware approach focused on capital protection, long-term growth, and investment income, without proprietary products. Manager-owned and a member of CIRO and CIPF, it offers direct access to decision-makers; its portfolio managers average nearly 30 years at the firm and it maintains a SEC-registered U.S. affiliate.

Team overview

-- AVG AGE
$12.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
24.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Harbor beacon Matrix Legacy vertex

Client Personas

Vector

Custodian

Vital oak Value Vector

Services

Radial timber

Technology

Unison Pathway atlas

Owner & Executives

E

ERIC CAOUETTE

Vice President

CRD
#4499771
Ownership
Less than 5%
(507) 698-2520
ridge.legacy@summitcapital.com
in linkedin.com/in/catalyst-eagle
H

HUGUES DUBEAU

Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Investment Advisor, President

CRD
#4499728
Ownership
Less than 5%
(425) 268-1087
glacier.signal@crestcapital.com
in linkedin.com/in/element-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2021
12-13-2022
11-28-2023
11-12-2024
12-15-2025
Category Assets AVG. Account size
Discretionary $47,887,720 $4,353,429
Non-Discretionary $0 --
Total $47,887,720 $4,353,429

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Separately Managed Accounts

Total SMA Asset: $47,887,720

$47.9M Total SMA
Equity - Exchange:
59.2%
Cash:
30.2%
Corporate - Investment Grade:
10.6%
Asset class Assets Assets %
Equity - Exchange $879,777,325 59.2%
Cash $448,805,324 30.2%
Corporate - Investment Grade $157,527,697 10.6%
Total $1,486,110,346 100.0%

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