The CANACCORD GENUITY WEALTH MANAGEMENT is a privately held investment adviser that advises $1.41Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. CANACCORD GENUITY WEALTH MANAGEMENT is a Public/Private Fund Assets increased by 3,598.88% over the last 5-years.
The Group has been registered with the SEC for 10.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 1133 MELVILLE STREET SUITE 1100, VANCOUVER, WASHINGTON. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 32 employees comprised of 32 investment and 0 non-investment staff. The total number of Employees increased by 357.14% over the last 5-years.
Their $1.41Bn in assets advised are owned by 9 private funds, 14 public funds and BDCs and 3 other accounts. Assets of Investment Companies (IC) clients own $884.25mn or 62.51% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $394.93mn or 27.92% of Total Assets.
The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and Long/Short Equity, representing 76.58%, 16.86% and 6.56% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 7 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 6 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CANACCORD GENUITY 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.