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 operates as a corporate registered adviser focused on portfolio management for businesses and institutional clients. The firm runs an equity-first strategy: its reported asset mix shows a heavy tilt to listed securities and exchange-traded vehicles, with portfolio construction oriented toward publicly traded equities and ETFs rather than an emphasis on private market or opportunistic alternative plays. Fee arrangements are percentage-of-AUM, and the adviser does not characterize itself as an active ESG investor. The business model favors non-discretionary mandates — most client relationships retain trading oversight — which points to an advisory role that provides investment guidance and model allocations while giving institutions control over execution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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