Investment adviser · CRD 167608
TURN8 PRIVATE WEALTH INC.
Investment adviser filing (IA)
POINTE CLAIRE, Canada · Form ADV filed May 29, 2026
- Regulatory AUM
- $350M Form ADV · Item 5.F
- Client accounts
- 1,123 Accounts, not individual clients
- Employees
- 6 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 |
|---|---|---|---|
| Pooled investment vehicles | 5 | $282,030,800 | 80.6% |
| High-net-worth individuals | 129 | $63,183,660 | 18.1% |
| Individuals | 159 | $4,777,013 | 1.4% |
Filing source
Form ADV 2104931 · May 29, 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: May 29, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Publication of newsletters
Compensation
Percentage of assets
Principal office
277 LAKESHORE RD., SUITE 2POINTE CLAIRE, H9S 4L2, Canada
CRD 167608
Filing source
Form ADV 2104931 · May 29, 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.