PCJ Investment Counsel Ltd.

RIASEC RegisteredEst. 2015
Total AUM
$924M
Discretionary
$924M
100% of AUM
Avg account
$132M
Accounts
7
Employees
10
Advisory reps
9

Firm details

Headquarters
Toronto Ontario,
CRD number
174083
Registered since
January 2, 2015
Custodians
RBC CAPITAL MARKETS, LLC, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers89.62%
  • Pooled Investment Vehicles5.72%
  • Investment Companies4.46%
  • Insurance Companies0.16%
  • Corporations / Businesses0.05%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

PCJ Investment Counsel Ltd. is organized as a corporation and is registered with the SEC since 2015. The firm is classified as a hedge-fund style investment adviser serving primarily institutional clients. Its advisory remit covers portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Compensation is structured as a percentage of assets under management and may include performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. Industry affiliations indicate roles beyond pure advisory work, including acting as a sponsor, general partner or managing member of pooled vehicles and registrations as other types of investment-related sponsors or trading entities.

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 73%, Private Funds 27%73%
  • Exchange Traded Equities73%
  • Private Funds27%

Owners & executives

2 of 2
  • Heiki Altosaar

    Heiki Altosaar

    Chief Compliance OfficerCRD 5719793

  • Adam Posman

    Adam Posman

    President and CIOCRD 6045506

Contacts

3 of 7
  • Stephen Reynolds

    Stephen Reynolds

    Vice PresidentCRD 4843745

  • Michael Walsh

    Michael Walsh

    Managing DirectorCRD 6734500

  • Timothy Marzec

    Timothy Marzec

    Vice PresidentCRD 6592061

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$7M in ETFs

Passive

100%

$7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
US GLOBAL JETS ETF (JETS)PassiveIndustrials$7M210,000100.00%

Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
130 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth