Tempered Investment Management Ltd.

RIASEC Registered
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$15.9M
Accounts
8
Employees
4
Advisory reps
2

Firm details

Headquarters
North Vancouver British Columbia,
CRD number
158837
Registered since
May 19, 2021
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

FINTRX

Overview

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

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 91%, Cash & Cash Equivalents 9%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents9%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth