Castle Ridge Asset Management Limited
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 309774
- Registered since
- March 22, 2021
- Website
- castleridgemgt.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Castle Ridge Asset Management Limited is a corporation registered with the SEC in 2021 that operates as a hedge fund manager serving an institutional client base. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner, and managing member of pooled vehicles—indicating it both operates and controls at least some of the investment vehicles it runs. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Michael Petruzella
Chief Investment OfficerCRD 7291494

Aaron De Valois-franklin
Chief Executive OfficerCRD 5193951

Alexei Bogdan
Chief Scientific OfficerCRD 7295775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 100 King St W
- Office locations
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