Blumont Capital Corportion (Toronto, Ontario)


Blumont Capital Corportion is a large advisory firm based in Toronto, Ontario. It manages $251.09 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006.

Blumont Capital Corportion 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.

Blumont Capital Corportion: assets under management

The assets under management (AUM) of Blumont Capital Corportion is $251.09 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $251.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blumont Capital Corportion 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.

Careers at Blumont Capital Corportion

Stephen Charles Johnson has been acting as President since 1 Mar 1997. Steve Kangas joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Stephen Charles Johnson Director 1 Mar 1997 Other 4406292
Veronika Hirsch Chief investment officer & director 1 Mar 1997 Other 5115706
Veronika (Nmn) Hirsch Chief investment officer & director 1 Mar 1997 Other 5115706
Victor Koloshuk Director 1 Jun 1997 Other 4406288
Victor (Nmn) Koloshuk Director 1 Jun 1997 Other 4406288
Donna Beasant Vp, operations 1 Oct 1999 Other 5116320
Donna Clare Beasant Vp, operations 1 Oct 1999 Other 5116320
Blumont Capital Inc. Parent company 1 Dec 2000 75% - 100% foreign
David Scobie Managing director 1 May 2003 Other 5116319
David Andrew Scobie Managing director 1 May 2003 Other 5116319
Pierre Novak Managing director 1 Jan 2004 Other 5116328
Pierre Anthony Novak Managing director 1 Jan 2004 Other 5116328
Steve Kangas President 1 Dec 2005 Other 5116317
Steve John Kangas President 1 Dec 2005 Other 5116317

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Victor Koloshuk Shareholder 1 Jun 1993 50% - 75% 4406288
Victor (Nmn) Koloshuk Shareholder 1 Jun 1993 50% - 75% 4406288
Koloshuk Farrugia Corp Shareholder 1 Jun 1999 50% - 75% foreign
Integrated Asset Management Parent company 1 Dec 2000 25% - 50% foreign

Based in Toronto, Ontario

The principal office where Blumont Capital Corportion performs its advisory services is located at 220 Bay Street, Toronto, Ontario, M5 J 2 W4, 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 416-216-3566 or by fax 416-360-1102. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.blumontcapital.com.