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Formula Growth Limited

● SEC registered since 2017CRD 163245SEC# 801-110365Montreal
Export (members)
Ranks #3,963 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$369.2M
Fund GAV
$369.2M
Private funds
7
Employees
15
Accounts
7
Location
Montreal

Formula Growth Limited assets under management

Formula Growth Limited is an investment advisory firm registered with the SEC based in Montreal. The firm has been registered since 2017. It reports $369.2 million in regulatory assets under management and employs 15 people. Formula Growth Limited manages 7 private funds with combined gross assets of $369.2 million, including Formula Growth Fund. By regulatory assets, it ranks 3,963 of 5,911 private fund managers.

Formula Growth Limited private funds

7 funds · $369.2M GAV
FundTypeGross assetsMin.
Formula Growth FundOther Private$127.1M$25K
Formula Growth Hedge FundHedge$103.6M$25K
Formula Growth Focus FundHedge$53.8M$25K
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Formula Growth Limited owners & executives

8 reported
NameTitleOwnershipSince
Anthony Taylor Staples ControlDirectorUnder 5%2005
Argirios John Kiriazidis ControlCoo/Cco/DirectorUnder 5%2005
Cameron Michael Phelps Fortin ControlDirectorUnder 5%2024
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Frequently asked questions

How much does Formula Growth Limited manage?

Formula Growth Limited reports $369.2 million in regulatory assets under management on its Form ADV.

How many private funds does Formula Growth Limited manage?

Formula Growth Limited manages 7 private funds with combined gross assets of $369.2 million.

How many employees does Formula Growth Limited have?

Formula Growth Limited reports 15 employees.

Where is Formula Growth Limited located?

Formula Growth Limited is based in Montreal and has been SEC-registered since 2017.

Does Formula Growth Limited disclose fund performance?

Formula Growth Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1010 Sherbrooke Street West, Suite 2300, Montreal H3A 2R7
Phone514-288-5136
Fax514-844-4561
Office hours9a.m. To 5p.m.
SEC regionHQ
Discloses disciplinary historyYes

Assets under management

Discretionary$369.2M
Non-discretionary$0
Total (RAUM)$369.2M

Service providers