Stonegate Private Counsel LP (Toronto)
Stonegate Private Counsel LP is an adviser based in Toronto. It manages $700 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2006.
Stonegate Private Counsel provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Stonegate Private Counsel: assets under management
The assets under management (AUM) of Stonegate Private Counsel LP is $700 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Stonegate Private Counsel LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Toronto
The principal office where Stonegate Private Counsel LP performs its advisory services is located at 151 Yonge Street, Toronto, M5 C 2 W7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 416-681-7171 or by fax 416-681-7170. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.stonegatepc.com.
Registered investment advisers similar to Stonegate Private Counsel LP
- Mde Wealth Management
- Managed Asset Portfolios
- Greenridge Capital Management
- Windward Capital Management
- Countrywide Alternative Asset Management
- Gregoire Advisory Services
- Sector Capital Management
- Seasons Capital Management
- Resources Management Corp
- Principle Wealth Partners
- Cuyahoga Capital Partners
- Shoreline Capital Management
- Oppenheimer Investment Management
- Doubleline Alternatives
- Emerson Investment Management