Laurus Global Equity Management Inc.

RIASEC RegisteredEst. 2022
Total AUM
$333M
Discretionary
$333M
100% of AUM
Avg account
$14.5M
Accounts
23
Employees
7
Advisory reps
3

Firm details

Headquarters
Toronto,
CRD number
317604
Registered since
January 4, 2022
Custodians
INDEPENDENT BANK
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers71%
  • Pooled Investment Vehicles13.86%
  • HNWI11.15%
  • Corporations / Businesses4%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Laurus Global Equity Management Inc. is a corporation focused on equity portfolio management for individuals, pooled vehicles and institutional or business clients. Registered with the SEC in 2022, the firm runs a fee model based on a percentage of assets under management and concentrates on exchange-traded equities and ETFs as its core exposure. Its stated advisory activities include discretionary portfolio management across separate accounts and pooled investment vehicles, and it does not present itself as an active ESG investor. Investment emphasis is on liquid, publicly traded equities delivered through both single-stock positions and exchange-traded products. The firm’s structure and filings indicate a boutique manager profile—relatively few clients, high average account sizes and a preference for concentrated equity allocations supplemented by third-party alternative fund exposure when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Saleha Haji

    Saleha Haji

    Chief Compliance OfficerCRD 7683873

  • Chris Page

    Chris Page

    Founder and CEOCRD 7312803

Contacts

1 of 1
  • Dennis Starritt

    Dennis Starritt

    Senior Vice PresidentCRD 7312806

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
120 Adelaide St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth