JD EUROWAY CAPITAL PARTNERS LLC

Latest filing: Mar 30, 2024 (425 days ago)
View on IAPD
Adviser Website

AUM

$2,201,300,000
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

1
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

MONTREAL, QUEBEC,
6455 RUE JEAN-TALON, MONTREAL, QUEBEC, , CANADA, H1S 3E7

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $2.2
Total $2.2
Client AUM
Retail $0.6
Pooled $0.0
Institutional $1.6
Total $2.2
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.6
Average HNW AUM $0
Retail Total 0 $0.6
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.2
Retail SMA AUM $0.6
Institutional SMA AUM $1.6
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 100% $2.2
Other 0% $0.0
Total 100% $2.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
ZEPHIR, FRITZGERALD, NMI MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $2.2 $0.0 0% 1 0 0%
2025-04-21 $2.2 $0.0 0% 1 0 0%
2024-04-02 $2.2 $0.0 0% 1 0 0%
2023-04-04 $2.2 $0.0 0% 1 0 0%
2022-04-01 $2.2 $0.0 0% 1 0 0%
2021-04-05 $0.0 $0.0 0% 1 0 0%
2020-04-01 $0.0 $0.0 0% 1 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
NEWSLETTERS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV