Investment adviser · CRD 126396
PORTLAND INVESTMENT COUNSEL INC.
Investment adviser filing (IA)
BURLINGTON, ONTARIO, Canada · Form ADV filed Apr 17, 2012
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Apr 17, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1375 KERNS ROAD, SUITE 100BURLINGTON, ONTARIO, L7P 4V7, Canada
CRD 126396
Filing source
Form ADV 640879 · Apr 17, 2012 · 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.