Investment adviser · CRD 305945
MANDEVILLE PRIVATE CLIENT USA INC.
Investment adviser filing (IA)
BURLINGTON, ONTARIO, Canada · Form ADV filed Oct 27, 2023
- Regulatory AUM
- $4.45M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Individuals | 10 | $4,451,940 | 100.0% |
Filing source
Form ADV 1796250 · Oct 27, 2023 · 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: Oct 27, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
1375 KERNS ROAD, SUITE 200BURLINGTON, ONTARIO, L7P 4V7, Canada
CRD 305945
Filing source
Form ADV 1796250 · Oct 27, 2023 · 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.