Landry Investment Management Inc. is a large advisory firm based in Montreal, Quebec. It manages $245 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2019.
Landry Investment Management provides portfolio management for individuals and small businesses, 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 Landry Investment Management Inc. is $245 million, all of which is managed in discretionary accounts. $245 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Landry Investment Management Inc. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Landry Investment Management is individuals with 217 clients and $91 million of assets under management. Among the 9 most similar advisory firms, Landry Investment Management has the 4th lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $245 million for 247 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Landry Investment Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Landry Investment Management Inc. performs its advisory services is located at 1430 1800 Mcgill College Avenue, Montreal, Quebec, H3 A 3 J6, 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 1-514-985-1138 or by fax 1-514-282-1123. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at landryinvest.com and its LinkedIn profile.