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 organized as a corporation that operates as an institutional registered investment adviser. The firm is oriented toward institutional clients and lists portfolio management for investment companies as its primary advisory activity. Ownership is identified as a combination of a foreign entity and an individual, and the firm reported SEC registration in 2023. Compensation is structured as a percentage of assets under management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
15 Prince Arthur Ave
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth