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THE AUGUST GROUP CAPITAL

Business and Investment Profile

The THE AUGUST GROUP CAPITAL is a privately held investment adviser that advises $740.3mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THE AUGUST GROUP CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,509.06% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 705-320 BAY STREET, TORONTO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.

Employee Profile

They have 22 employees comprised of 3 investment and 19 non-investment staff. The total number of Employees increased by 120% over the last 5-years.

Asset Profile

Their $740.3mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 22 other accounts. Assets of Corporations or Other Businesses clients own $528.06mn or 71.33% of Total Assets and High Net Worth Individuals own $193.09mn or 26.08% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.

Service Provider Profile

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.

Fee Profile

The Group discloses management fees.

Sub-Advisers

THE AUGUST GROUP CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: THE AUGUST GROUP CAPITAL

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