Investment adviser · CRD 342915
ULLMAN INVESTMENT COUNSEL LLC
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
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: Sep 16, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
135 YORKVILLE AVENUE, SUITE 405TORONTO, ONTARIO, M5R 0C7, Canada
CRD 342915
Filing source
Form ADV 2132987 · Sep 16, 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.