The CUMBERLAND INVESTMENT COUNSEL INC. is a privately held investment adviser that advises $1.41Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CUMBERLAND INVESTMENT COUNSEL INC. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 51.12% over the last 5-years.
The Group has been registered with the SEC for 34.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 99 YORKVILLE AVENUE, 3F, TORONTO, -. The Group has been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.
They have 19 employees comprised of 16 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.41Bn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.33Bn or 94.48% of Total Assets and Individuals own $38.81mn or 2.76% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Individuals.
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.
CUMBERLAND INVESTMENT COUNSEL INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.