Sectoral Asset Management Inc.

RIASEC RegisteredEst. 2001

Total AUM

$331M

Discretionary

$331M

100% of AUM

Avg account

$41.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 110345
Registered since: March 7, 2001
Website: www.sectoral.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sectoral Asset Management Inc. is a corporation registered with the SEC since 2001 that operates as a private equity fund manager serving primarily institutional clients. The firm is structured with foreign entity and individual ownership and is not positioned as a capital allocator. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees. Sectoral reports being an active ESG investor and has affiliations as an investment adviser and sponsor, including roles as general partner and managing member of pooled vehicles.