Tempered Investment Management Ltd.
Firm details
- Headquarters
- North Vancouver British Columbia,
- CRD number
- 158837
- Registered since
- May 19, 2021
- Website
- temperedinvestment.ca
- Custodians
- THE BANK OF NEW YORK MELLON, NBIN
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles76.65%
- Corporations / Businesses12.26%
- HNWI9.26%
- Insurance Companies1.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tempered Investment Management Ltd. is a corporation that operates as an institutional registered investment adviser. It registered with the SEC in 2021 and serves both individual/family clients and institutional clients. The firm provides portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its fees include a standard percentage of assets under management and performance-based components. Tempered identifies as not being an active ESG investor and does not report multi-state adviser status. The firm's ownership is listed as a mix of a foreign entity and an individual, and it is not characterized as a capital allocator. Advisory activity indicates a willingness to manage concentrated portfolios and pooled structures rather than acting primarily as a fund-of-funds allocator.
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 Equities91%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Vancouver British Columbia, null
Location
North Vancouver British Columbia, null
Headquartered in North Vancouver British Columbia, null.
- Address
- 220 145 Chadwick Crt
- Office locations
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