Investment adviser · CRD 128504

MONEGY, INC.

Investment adviser filing (IA)

TORONTO, ONTRARIO, Canada · Form ADV filed Apr 13, 2017

Regulatory AUM
$765M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Apr 13, 2017. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

100 KING ST. W., 42ND FLOOR
TORONTO, ONTRARIO, M5X 1A1, Canada

CRD 128504

Filing source

Form ADV 1107172 · Apr 13, 2017 · 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.