Cougar Global Investments
Firm details
- Headquarters
- Toronto,
- CRD number
- 109439
- Registered since
- April 9, 1998
- Website
- www.cougarglobal.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Other99.99%
- Investment Companies0.01%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cougar Global Investments is a corporation that acts as an institutional registered investment adviser. The firm has been SEC-registered since 1998 and appears to be owned by a mix of a domestic entity and an individual. Its stated advisory activity is portfolio management for businesses and institutional clients, and it charges fees as a percentage of assets under management. Cougar Global Investments does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. Public filings also list a range of industry affiliations, including connections to a broker-dealer, trust company, insurance company, banking or thrift institution, pension consulting roles, and sponsorship roles for limited partnerships and pooled vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Damian Sousa
Chief Compliance OfficerCRD 2061882
Contacts
2 of 2
Matthew Johnson
Head of Product StrategyCRD 5670075

Edward Rick Iv
Head of InvestmentsCRD 2536413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 200 King St W
- Office locations
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