Investment adviser · CRD 338898
RAVENSTONE CAPITAL MANAGEMENT INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $371M Form ADV · Item 5.F
- Client accounts
- 1,985 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Pooled investment vehicles | 1 | $149,577,820 | 40.3% |
| Corporations & businesses | 145 | $132,592,816 | 35.7% |
| High-net-worth individuals | 32 | $55,727,902 | 15.0% |
| Individuals | 378 | $24,701,163 | 6.7% |
| Charities | 6 | $6,408,249 | 1.7% |
| Retirement plans | 5 | $1,882,923 | 0.5% |
Filing source
Form ADV 2115561 · Jun 25, 2026 · 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: Jun 25, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
2300 YONGE STREET, SUITE 2005TORONTO, ONTARIO, M4P 1E4, Canada
CRD 338898
Filing source
Form ADV 2115561 · Jun 25, 2026 · 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.