T. Rowe Price (Canada), Inc.
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 107290
- Registered since
- August 9, 1991
- Website
- www.troweprice.com
- Custodians
- BANK OF NEW YORK MELLON BANK, NA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.06%
- Pension & Profit Sharing Plans14.91%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
T. Rowe Price (Canada), Inc. is a corporate, SEC‑registered institutional investment adviser that operates with an institutional client focus while also providing portfolio management for pooled vehicles and for individuals and small businesses. The firm charges both a percentage‑of‑AUM fee and performance‑based fees, and it is registered to act in CPO/CTA roles. It reports being an active ESG investor, and its industry affiliations indicate it plays multiple operational roles beyond pure advisory — including broker‑dealer relationships, trust company functions, and sponsoring or acting as GP/manager of pooled investment vehicles. The firm is identified as a domestic entity with individual ownership elements and has been registered since 1991.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Julie Ortel
Chief Compliance OfficerCRD 4335427
Contacts
3 of 8
David Oestreicher
General CounselCRD 4594569

Matthew Belski
Vice PresidentCRD 2667367

Ryan Nolan
Legal CounselCRD 3212870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1307 Point St
- Time zone
- ET (UTC-5)
- Office locations
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