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WARATAH CAPITAL ADVISORS LTD.

CRD 173867 · SEC 801-80714

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1133 YONGE STREET, 5TH FLOOR, TORONTO, ONTARIO, M4T 2Y7, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.27B

Discretionary AUM

$2.27B

Team

43 total employees; 18 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles28$2.14B
Pension/profit sharing plans1$127.2M

All web addresses on file

Official SEC filing: View on IAPD