Waratah Capital Advisors Ltd.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 173867
- Registered since
- January 6, 2015
- Website
- waratahadvisors.com
- Custodians
- SCUSA, GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles94.4%
- Pension & Profit Sharing Plans5.6%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Waratah Capital Advisors Ltd. is a corporate investment manager registered with the SEC since 2015 that blends liquid public market strategies with private-fund management. The firm is classified across hedge fund and private equity activities and positions itself as a multifaceted fund manager serving institutional clients. Its advisory mandate includes portfolio management for pooled investment vehicles and for businesses or institutions, and it acts in sponsor/GP roles for pooled vehicles and as sponsor of LPs. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Cash & Cash Equivalents65%
- Exchange Traded Equities35%
Owners & executives
2 of 2
Dimitri Michalopoulos
Chief Operating OfficerCRD 4613064
Bradley Dunkley
CIOCRD 5401958
Contacts
1 of 1
Blair Levinsky
Co-founder and PresidentCRD 4643155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$535K in ETFs
100%
$535K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE) | State Street | Passive | Financial | $267K | 3,573 | 50.00% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 1133 Yonge St
- Office locations
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