Pcj Investment Counsel Ltd. is a large advisory firm based in Toronto, Ontario. It manages $1.45 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2009.
Pcj Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and provision of model to separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pcj Investment Counsel Ltd. is $1.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and $1.38 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Pcj Investment Counsel Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Michael Walter Freund is investment companies with 1 clients and $70.29 million of assets under management. Among the 6 most similar advisory firms, Pcj Investment Counsel has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $70.29 million for 1 clients. 92% of the firm’s clients are foreign persons or businesses.
Pcj Investment Counsel also advises several private funds. Namely, one hedge fund.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Walter Freund has been acting as President since 1 Aug 1998. Kieran Patrick Brennan joined the executive team most recently as the Vice President.
The principal office where Pcj Investment Counsel Ltd. performs its advisory services is located at 130 King Street West, Toronto, Ontario, M5 X 1 C8, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-955-9990 or by fax 416-363-2089. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at pcj.ca.