Dubeau Capital USA Inc.
Firm details
- Headquarters
- Quebec City Quebec,
- CRD number
- 119222
- Registered since
- August 4, 2021
- Website
- dubeaucapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.2%
- HNWI2.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dubeau Capital USA Inc. is a corporate, SEC-registered investment adviser that operates as a non-independent retail RIA. The firm reports serving individual and family clients, delivering portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. Ownership is listed as a mix of a foreign entity and an individual, and the firm is affiliated with a broker‑dealer. Dubeau Capital does not identify as an active ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator.
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 Equities95%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Eric Caouette
PartnerCRD 4499771
Hugues Dubeau
Co-Founder, Partner, Portfolio ManagerCRD 4499728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Quebec City Quebec, null
Location
Quebec City Quebec, null
Headquartered in Quebec City Quebec, null.
- Address
- 5700 Blvd Des Galeries
- Office locations
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