PPrivate Fund Data Log in Join · $37/mo

Turn8 Private Wealth Inc.

● SEC registered since 2013CRD 167608SEC# 801-78315Pointe Claire
Export (members)
Reg. AUM
$283.3M
Employees
5
Accounts
1,219
Location
Pointe Claire

Turn8 Private Wealth Inc. assets under management

Turn8 Private Wealth Inc. is an SEC-registered investment adviser based in Pointe Claire. The firm has been registered since 2013. It reports $283.3 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/turn8wealth/?originalsubdomain=caView on SEC.gov ↗

Turn8 Private Wealth Inc. owners & executives

4 reported
NameTitleOwnershipSince
Craig Stuart McFadzean ControlChief Compliance Officer, Chief Investment Officer, And PresidentOver 75%2015
Shauna SpearDirector Of Operations5-10%2018
The Csm Trust ControlOwner5-10%2015
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Turn8 Private Wealth Inc. manage?

Turn8 Private Wealth Inc. reports $283.3 million in regulatory assets under management on its Form ADV.

How many employees does Turn8 Private Wealth Inc. have?

Turn8 Private Wealth Inc. reports 5 employees.

Where is Turn8 Private Wealth Inc. located?

Turn8 Private Wealth Inc. is based in Pointe Claire and has been SEC-registered since 2013.

Does Turn8 Private Wealth Inc. disclose fund performance?

Turn8 Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address277 Lakeshore Rd., Suite 2, Pointe Claire H9S 4L2
Phone(514) 600-1466
Fax(514) 600-1467
Office hours7a.m. - 6p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$283.3M
Non-discretionary$0
Total (RAUM)$283.3M