Cougar Global Investments

RIASEC RegisteredEst. 1998
Total AUM
$1.5B
Discretionary
$113K
0% of AUM
Avg account
$175K
Accounts
8,630
Employees
3
Advisory reps
3

Firm details

Headquarters
Toronto,
CRD number
109439
Registered since
April 9, 1998
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Damian Sousa

    Damian Sousa

    Chief Compliance OfficerCRD 2061882

Contacts

2 of 2
  • Matthew Johnson

    Matthew Johnson

    Head of Product StrategyCRD 5670075

  • Edward Rick Iv

    Edward Rick Iv

    Head of InvestmentsCRD 2536413

Wealth teams

FINTRX

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
200 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth