Investment adviser · CRD 286613
ALPHAFIXE CAPITAL INC.
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Sep 26, 2018
- Regulatory AUM
- $4.12B Form ADV · Item 5.F
- Client accounts
- 74 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 25 | $2,165,717,553 | 52.6% |
| Government entities | 19 | $1,042,540,409 | 25.3% |
| Charities | 20 | $650,373,666 | 15.8% |
| Corporations & businesses | 5 | $165,351,621 | 4.0% |
| Insurance companies | 5 | $92,747,988 | 2.3% |
Filing source
Form ADV 1242704 · Sep 26, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 26, 2018. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1800 MCGILL COLLEGE OFFICE 2420MONTREAL, QUEBEC, H3A 3J6, Canada
CRD 286613
Filing source
Form ADV 1242704 · Sep 26, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.