The LORNE STEINBERG WEALTH MANAGEMENT is a privately held investment adviser that advises $814.35mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LORNE STEINBERG WEALTH MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 74.9% over the last 5-years.
The Group has been registered with the SEC for 8.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1000 DE LA GAUCHETIERE ST W SUITE 3310, MONTREAL, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 14 US and Non-US bodies.
They have 16 employees comprised of 11 investment and 5 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $814.35mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $400.54mn or 49.18% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $375.99mn or 46.17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LORNE STEINBERG WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.