Investment adviser · CRD 289599
SHAUNESSY INVESTMENT COUNSEL INC
Investment adviser filing (IA)
CALGARY, ALBERTA, Canada · Form ADV filed Mar 7, 2018
- Regulatory AUM
- $243M Form ADV · Item 5.F
- Client accounts
- 31 Accounts, not individual clients
- Employees
- 4 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 |
|---|---|---|---|
| Other clients | 31 | $243,475,734 | 100.0% |
Filing source
Form ADV 1170410 · Mar 7, 2018 · 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 7, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
615 15 AVE SW SUITE 102CALGARY, ALBERTA, T2R 0R4, Canada
CRD 289599
Filing source
Form ADV 1170410 · Mar 7, 2018 · 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.