Brendan Wood Topgun Partnerships Inc.

RIASEC RegisteredEst. 2023
Total AUM
$19.6M
Discretionary
$19.6M
100% of AUM
Avg account
$19.6M
Accounts
1
Employees
10
Advisory reps
3

Firm details

Headquarters
Toronto,
CRD number
327874
Registered since
August 25, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Brendan Wood Topgun Partnerships Inc. is a corporation that provides portfolio management services specifically for investment companies. The firm is SEC-registered (2023) and identifies its primary clients as institutional. Ownership is listed as a combination of a foreign entity and an individual. It charges fees as a percentage of assets under management and reports that all reported assets are discretionary. The firm is not classified in FINTRX categories, does not describe itself as a capital allocator, and is not flagged as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Richard Chen

    Richard Chen

    Partner, Chief Compliance Officer & General CounselCRD 7292162

  • Brendan Wood

    CEO & Chief Investment OfficerCRD 7788878

  • Jordan Novak

    COO & CFOCRD 7788967

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
15 Prince Arthur Ave
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth