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Waratah Capital Advisors Ltd.

● SEC registered since 2015CRD 173867SEC# 801-80714Toronto, Ontario
Export (members)
Ranks #1,583 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.77B
Fund GAV
$113M
Private funds
6
Employees
44
Accounts
29
Location
Toronto, Ontario

Waratah Capital Advisors Ltd. assets under management

Waratah Capital Advisors Ltd. is a registered investment adviser overseen by the SEC based in Toronto, Ontario. The firm has been registered since 2015. It reports $2.8 billion in regulatory assets under management and employs 44 people. Waratah Capital Advisors Ltd. manages 6 private funds with combined gross assets of $113 million, including Waratah One Offshore Fund II Ltd. By regulatory assets, it ranks 1,583 of 5,911 private fund managers.

Waratah Capital Advisors Ltd. private funds

6 funds · $113M GAV
FundTypeGross assetsMin.
Waratah One Offshore Fund II LtdHedge$37.6M$1M
Royalty Capital II Limited PartnershipPrivate Equity$29.5M$1M
Li Equities Investments LPPrivate Equity$22M$1M
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Waratah Capital Advisors Ltd. owners & executives

7 reported
NameTitleOwnershipSince
Blair Irving Levinsky ControlCeo And PresidentUnder 5%2019
Bradley Roy Dunkley ControlCio, Cro And, SecretaryUnder 5%2019
Dimitri Michalopoulos ControlChief Operating Officer, Chief Compliance OfficerUnder 5%2011
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Frequently asked questions

How much does Waratah Capital Advisors Ltd. manage?

Waratah Capital Advisors Ltd. reports $2.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Waratah Capital Advisors Ltd. manage?

Waratah Capital Advisors Ltd. manages 6 private funds with combined gross assets of $113 million.

How many employees does Waratah Capital Advisors Ltd. have?

Waratah Capital Advisors Ltd. reports 44 employees.

Where is Waratah Capital Advisors Ltd. located?

Waratah Capital Advisors Ltd. is based in Toronto, Ontario and has been SEC-registered since 2015.

Does Waratah Capital Advisors Ltd. disclose fund performance?

Waratah Capital Advisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1133 Yonge Street, 5th Floor, Toronto, Ontario M4T 2Y7
Phone416-637-5622
Fax416-504-7536
Office hours7a.m. To 7 p.m.
SEC regionHQ
CIK1539919
Discloses disciplinary historyNo

Assets under management

Discretionary$2.77B
Non-discretionary$0
Total (RAUM)$2.77B

Service providers

Auditor
Prime broker