Wavefront Global Asset Management Corp. is an adviser based in Toronto. It manages $549.95 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017.
Wavefront Global Asset Management Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Wavefront Global Asset Management Corp. is $549.95 million. The firm's AUM has grown by 2% since the beginning of its operation, and $539.35 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Wavefront Global Asset Management Corp. 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 firm provides services to insurance companies, investment companies, and high net worth individuals. The largest group of clients of Victor (Nmn) Koloshuk is insurance companies with 1 clients and $511.68 million of assets under management. Among the 3 most similar advisory firms, Wavefront Global Asset Management Corp has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $549.95 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.
Wavefront Global Asset Management Corp doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Victor (Nmn) Koloshuk has been acting as President since 1 Dec 2015. Patrick Joseph Macdonald joined the executive team most recently as the President & Chief Executive Officer.
The principal office where Wavefront Global Asset Management Corp. performs its advisory services is located at 36 Toronto Street, Suite 750, Toronto, M5 C 2 C5, 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 647-503-2346. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at wavefrontgam.com.