Investment adviser · CRD 337765
RICHLINE CAPITAL MANAGEMENT INC.
Investment adviser filing (IA)
MARKHAM, ONTARIO, Canada · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $23M Form ADV · Item 5.F
- Client accounts
- 51 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 28 | $22,040,000 | 95.8% |
| Other clients | Fewer than 5 | $750,000 | 3.3% |
| Individuals | Fewer than 5 | $210,000 | 0.9% |
Filing source
Form ADV 2066507 · Mar 9, 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: Mar 9, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
SUITE 803,7030 WOODBINE AVEMARKHAM, ONTARIO, L3R 6G2, Canada
CRD 337765
Filing source
Form ADV 2066507 · Mar 9, 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.