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 corporate, SEC-registered investment adviser that describes itself as an institutional RIA serving both individual/family and institutional clients. The firm, registered in 2022, charges fees based on a percentage of assets under management and provides portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Ownership is listed as a mix of a foreign entity and an individual. Laurus does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

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