Picton Mahoney Asset Management (Toronto, Ontario)

Picton Mahoney Asset Management provides 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.

Picton Mahoney Asset Management: assets under management

The assets under management (AUM) of Picton Mahoney Asset Management is $5.61 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.95 million each.

Picton Mahoney Asset Management has custody of $1.26 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Picton Mahoney Asset Management for their services and products based on a percentage of assets under management and performance-based fees. 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 7 indirect owners.

Based in Toronto, Ontario

The principal office where Picton Mahoney Asset Management performs its advisory services is located at 33 Yonge Street, Toronto, Ontario, M5 E 1 G4, 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 416-955-4108 or by fax 416-955-4100. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at pictonmahoney.com/.

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