NOVACAP MANAGEMENT FINANCIAL SERVICES INC.

RIASEC RegisteredEst. 2023
Total AUM
$835M
Discretionary
$835M
100% of AUM
Avg account
$64.2M
Accounts
13
Employees
12
Advisory reps
5

Firm details

Headquarters
brossard quebec,
CRD number
327205
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Novacap Management Financial Services Inc. is structured as a corporate adviser that focuses on pooled investment vehicles and private markets. The firm serves institutional clients and operates primarily as a sponsor and portfolio manager for private pooled funds, taking on roles that include general partner and managing member responsibilities. Its business model emphasizes fee arrangements tied to assets under management combined with performance-based fees, and the firm reports active incorporation of ESG factors into its investment process. Ownership is listed as a mix of a foreign entity and an individual, and the adviser is registered with the SEC. Investment activity centers on privately negotiated instruments rather than liquid public markets. Novacap concentrates capital into private equity and private credit strategies, managing and advising pooled vehicles rather than functioning as a broad capital allocator to third-party strategies. The firm’s mandate and fee structure align with carry and management-fee economics common to private-fund sponsors.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

3 of 3
  • PASCAL TREMBLAY

    President and CEOCRD 6858293

  • BRUNO-ÉTIENNE DUGUAY

    Chief Legal OfficerCRD 6858296

  • STEPHANE BLANCHET

    Chief Financial OfficerCRD 6858294

Contacts

2 of 2
  • JOSIANE TURCOTTE

    Managing DirectorCRD 7805576

  • MARCEL LAROCHELLE

    Managing PartnerCRD 5541491

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

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Location

Primary office

brossard quebec, null

Location

brossard quebec, null

Headquartered in brossard quebec, null.

Address
3400 Rue De Leclipse
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth