Castle Ridge Asset Management Limited

RIASEC RegisteredEst. 2021
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$50.1M
Accounts
6
Employees
8
Advisory reps
4

Firm details

Headquarters
Toronto Ontario,
CRD number
309774
Registered since
March 22, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Castle Ridge Asset Management Limited is a corporation registered with the SEC in 2021 and operates as a hedge fund manager focused on pooled investment vehicles. The firm serves an institutional client base and provides portfolio management for collective investment structures while also acting in sponsor/GP and managing-member roles for its vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Ownership is listed as a mix of foreign entity and individual interests. The firm is not characterized as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Michael Petruzella

    Michael Petruzella

    Chief Investment OfficerCRD 7291494

  • Aaron De Valois-franklin

    Aaron De Valois-franklin

    Chief Executive OfficerCRD 5193951

  • Alexei Bogdan

    Alexei Bogdan

    Chief Scientific OfficerCRD 7295775

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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

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
100 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth