Picton Mahoney Asset Management is a large advisory firm based in Toronto, Ontario. It manages $5.61 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2014.
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.
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 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. 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.
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/.