Cumberland Investment Counsel Inc.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 110887
- Registered since
- April 28, 1992
- Website
- cumberlandcounsel.com
- Custodians
- NATIONAL BANK FINANCIAL INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles94.48%
- Individuals2.76%
- HNWI2.25%
- Corporations / Businesses0.27%
- Charitable Organizations0.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cumberland Investment Counsel Inc. is a corporate registered investment adviser that has been SEC-registered since 1992. The firm serves both high-net-worth individuals and families as well as institutional clients, and its ownership is a mix of foreign-entity and individual ownership. Typical advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions and businesses. Cumberland charges asset-based fees and may also collect performance-based fees. It is not identified as an active ESG investor and is not flagged as a multi-state adviser. Cumberland maintains affiliations across the financial services ecosystem: the firm is associated with broker-dealer activity, operates as an investment adviser beyond the primary entity, and acts as a sponsor or general partner/managing member of pooled investment 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 Equities75%
- Private Funds16%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Zoheb Somani
Chief Financial OfficerCRD 8307293
Contacts
3 of 5
Shirley Hom
Secretary and TreasurerCRD 4391671

Charles Sims
DirectorCRD 4309261

David Anderson
Director And PresidentCRD 7251564
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
- 99 Yorkville Ave 3f
- Office locations
Similar firms
Greenline Partners
RIANew York, NY
Astignes Capital Asia Pte. Ltd.
RIASingapore
MSA Financial
RIABraintree, MA
Polymer Capital Management (US), LLC
RIANew York, NY
Ellsworth Advisors, LLC
RIAHudson, OH
SLG Capital Management LLC
RIANew York, NY