ONEX CANADA ASSET MANAGEMENT INC.

Latest filing: Apr 23, 2024 (401 days ago)
View on IAPD
Adviser Website

AUM

$2,186,536,197
-64% change vs. 1 year ago
-62% change vs. 3 years ago
-69% change vs. 5 years ago
-65% change vs. 10 years ago

Employee Count

70
-61% change vs. 1 year ago
-49% change vs. 3 years ago
-50% change vs. 5 years ago
-33% change vs. 10 years ago

Main Office

TORONTO ON,
130 ADELAIDE STREET W, TORONTO ON, , CANADA, M5H 3P5

Client AUM

Discretion AUM
Discretionary $2.2
Non-Discretionary $0.0
Total $2.2
Client AUM
Retail $0.2
Pooled $1.7
Institutional $0.3
Total $2.2
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 433 $0.2
Average HNW AUM $452,281
Retail Total 433 $0.2
Average Retail AUM $452,281

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

SMA Custodians

Custodian Location AUM
CIBC MELLON TRUST COMPANY TORONTO, ON--CAN $0.1
RBC INVESTOR SERVICES TRUST TORONTO, ONTARIO--CAN $0.0
BANK OF NEW YORK MELLON NEW YORK-NY-USA $0.0

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.5
Retail SMA AUM $0.2
Institutional SMA AUM $0.3
Asset Class % AUM
Equity Exch 37% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 3% $0.0
HY Credit 1% $0.0
Derivatives 1% $0.0
Investment Companies 22% $0.1
Other Pools 0% $0.0
Cash 16% $0.1
Other 19% $0.1
Total 99% $0.5

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

Affiliates

Affiliates AUM Business Types CRD Number
ONEX CREDIT PARTNERS, LLC $23.5 138941
ONEX PARTNERS MANAGER LP $20.6 160923
ONEX FALCON INVESTMENT ADVISORS, LLC $3.5 161548
ONCAP MANAGEMENT PARTNERS L.P. $3.5 161167
ONEX CREDIT ADVISOR, LLC $0.6 330076
ONEX CREDIT MANAGEMENT LLC $0.0 -
GLUSKIN SHEFF + ASSOCIATES (US) INC. $0.0 -
GS+A PREMIUM GP INC $0.0 -

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

Control Persons

15 active

Name Title
SCHWARTZ, GERALD, WILFRED SHAREHOLDER
GOVAN, CHRISTOPHER, ALLAN DIRECTOR
CHOUDHURY, SOMA, MONIDEEPA CHIEF COMPLIANCE OFFICER & VP, LEGAL
MACK, JOHN, KARL MANAGING DIRECTOR, OPERATIONS

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

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

Other

STATE REGISTRATIONS
AZ-09/28/2011, CA-01/06/2011, DC-10/01/2018, DE-01/20/2011, FL-01/07/2011, GA-09/26/2014, IL-09/29/2011, MA-01/06/2011, MD-09/28/2012, MI-01/06/2011, MN-09/28/2012, MS-09/28/2011, NC-01/06/2011, NE-09/28/2017, NJ-01/24/2011, NY-09/30/2010, PA-09/30/2010, RI-09/28/2011, SC-09/28/2015, SD-09/28/2011, TN-09/28/2012, TX-01/06/2011, VT-10/01/2018, WA-09/28/2011, WI-09/30/2019
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV