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COUGAR GLOBAL INVESTMENTS
Legal name: COUGAR GLOBAL INVESTMENTS LIMITED
CRD 109439File 801-55379
APPROVED
Custody
Disclosure events
Filing as of Dec 15, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$1.51B
Above cohort median (national)
Discretionary AUM
$113K
Non-discretionary $1.51B
Clients
1
8,630 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 9, 1998
- Principal office
- 200 KING STREET WEST, SUITE 1901, TORONTO, M5H 3T4
- Phone
- 416-368-5255
- Website
- HTTP://WWW.COUGARGLOBAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.51B
- Discretionary AUM
- $113K
- Non-discretionary AUM
- $1.51B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 8,629
- Total accounts
- 8,630
- AUM per client
- $1.51B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $113K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 8,630 | 1 | decreased by8,629 |
| Jan 1, 2026 | Clients | 8,717 | 8,630 | decreased by87 |
| Jan 1, 2026 | AUM | $1,466,451,244 | $1,511,051,757 | increased by$44,600,513 |
| Jan 1, 2026 | Accounts | 8,717 | 8,630 | decreased by87 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,842 | 8,717 | decreased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,465,157,233 | $1,466,451,244 | increased by$1,294,011 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,848 | 8,717 | decreased by131 |
| Jan 1, 2022 | Employees | 9 | 3 | decreased by6 |
| Jan 1, 2022 | Custody | Yes | No | |
| Jan 1, 2022 | Clients | 8,317 | 8,842 | increased by525 |
| Jan 1, 2022 | AUM | $1,325,477,732 | $1,465,157,233 | increased by$139,679,501 |
| Jan 1, 2022 | Accounts | 8,376 | 8,848 | increased by472 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COUGAR GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COUGAR GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.