Natural Selection Investors (Toronto)


Natural Selection Investors is a large advisory firm based in Toronto. It manages $35 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Natural Selection Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Natural Selection Investors: assets under management

The assets under management (AUM) of Natural Selection Investors is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 250% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Natural Selection Investors 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.

Based in Toronto

The principal office where Natural Selection Investors performs its advisory services is located at C/O Natural Selection Investors Canada Corporation, Toronto, M5 R 1 C2, 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 416-961-4674. The normal business hours are 11:00-19:00 on Monday - Friday.