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Odlum Brown USA Investment Management Limited

Odlum Brown USA Investment Management Limited. CRD 132242

O

CRD: 132242

Odlum Brown USA Investment Management Limited

Vancouver, British Columbia, V6C 3
8666368222
clients.odlumbrown.com/OBUSA
$174.6M Total AUM
$174.6M Disc. AUM
10.4% 3Y CAGR
30 Employees
255 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Merrill Lynch
Clients
Retail and Institutional
Platforms
--
Established Date
06-01-2004
Office Locations
4

Office Locations

103 - 45425 Luckakuck WAY Chilliwack, BC --
1100-250 Howe Street Vancouver, British Columbia --
1500 - 1631 Dickson Avenue Kelowna, BC --

About Odlum Brown USA Investment Management Limited

Odlum Brown USA Investment Management Limited is a Vancouver, British Columbia-based RIA with 4 offices. The firm has been operating for 22 years. Managing $174.6M in total assets under management, with 30 advisory representatives. They custody assets with Merrill Lynch. Services offered include Financial Planning.

Team overview

-- AVG AGE
$5.8M AVG AUM / ADVISOR
$684.6K AVG AUM / CLIENT
13 yrs AVG TENURE
30 Employees
30 Advisory Reps
30 RIA Reps
22yrs Firm Age

Insights

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Services

Peak fusion

Owner & Executives

P

PETER R PACHOLKO

Chief Financial Officer, CHIEF OPERATING OFFICER, Director

CRD
--
Ownership
Less than 5%
(566) 737-8789
insight.north@pioneercapital.com
in linkedin.com/in/vital-delta
T

TREVOR FREDRICK SHORT

Chief Executive Officer, President

CRD
#5072047
Ownership
Less than 5%
(553) 341-2921
horizon.fusion@unisoncapital.com
in linkedin.com/in/capital-harbor
Z

Zenith foundation

Atlas alpha unison

CRD
#73304
Ownership
38.4%
(253) 341-6155
oak.glacier@oakcapital.com
in linkedin.com/in/crest-zenith

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Contacts

CHRISTINA ANN ANTHONY

CHRISTINA ANN ANTHONY

Investment Advisor

CRD
#2923544
(441) 945-2330
peak.signal@frontiercapital.com
in linkedin.com/in/harbor-crest
SHELLY ANN APPLETON-BENKO

SHELLY ANN APPLETON-BENKO

Vice President

CRD
#5070134
(867) 369-2084
summit.ember@northcapital.com
in linkedin.com/in/eagle-signal
P

Pioneer alpha

Timber atlas prime

CRD
#69349
(570) 460-6278
quantum.pioneer@northcapital.com
in linkedin.com/in/bridge-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-13-2022
06-15-2023
06-11-2024
06-25-2025
06-04-2026
Category Assets AVG. Account size
Discretionary $174,573,976 $389,674
Non-Discretionary $0 --
Total $174,573,976 $389,674

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Separately Managed Accounts

Total SMA Asset: $174,573,976

$174.6M Total SMA
Equity - Exchange:
16.1%
Cash:
30.9%
Corporate - Investment Grade:
15.6%
Sovereign Bonds:
37.4%
Asset class Assets Assets %
Equity - Exchange $585,051,366 16.1%
Cash $1,122,862,559 30.9%
Corporate - Investment Grade $566,882,069 15.6%
Sovereign Bonds $1,359,063,420 37.4%
Total $3,633,859,414 100.0%

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