Td Capital Private Equity Advisors Ltd. is a large advisory firm based in Toronto, Ontario. It manages $30 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007.
Td Capital Private Equity Advisors 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.
The assets under management (AUM) of Td Capital Private Equity Advisors Ltd. is $30 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.
The advisory firm has several streams of revenue. Clients pay Td Capital Private Equity Advisors Ltd. 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.
Robert Francis Maclellan has been acting as President since 1 Aug 2007. Northleaf Capital Partners Ltd. joined the executive team most recently as the Direct Owner.
The principal office where Td Capital Private Equity Advisors Ltd. performs its advisory services is located at 79 Wellington Street W, Toronto, Ontario, M5 K 1 N9, 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 416-477-6701 or by fax 416-304-0195. The normal business hours are 9:00 am - 5:00 pm est on Monday - Friday.