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1832 ASSET MANAGEMENT U.S. INC.

CRD 120836File 801-61257
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.43B
Clients
296
462 accounts
Employees
251

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jun 14, 2002
Principal office
16TH FLOOR, 40 TEMPERANCE STREET, TORONTO, ONTARIO, M5H 0B4
Phone
416-840-7986

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.43B
Discretionary AUM
$1.43B
Non-discretionary AUM
$0
Discretionary accounts
462
Non-discretionary accounts
0
Total accounts
462
AUM per client
$4.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other15$181.2M
Investment companies1$342.4M
High net worth individuals127$601.5M
Pooled investment vehicles1$25.9M
Pension and profit sharing plansFewer than 5$196.1M
Individuals (other than high net worth individuals)152$80.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11A2
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D1
  • Q11E2

Filed changes

DateFieldFromToChange
Jan 1, 2026Employees183251increased by68
Jan 1, 2026Clients209296increased by87
Jan 1, 2026AUM$922,252,042$1,427,489,393increased by$505,237,351
Jan 1, 2026Accounts340462increased by122
Dec 1, 2025
vs May 1, 2025
Employees59183increased by124
May 1, 2025
vs Oct 1, 2022
Employees3959increased by20
May 1, 2025
vs Oct 1, 2022
Clients145209increased by64
May 1, 2025
vs Oct 1, 2022
AUM$776,526,583$922,252,042increased by$145,725,459
May 1, 2025
vs Oct 1, 2022
Accounts237340increased by103
Feb 1, 2022Employees2739increased by12
Feb 1, 2022Clients249145decreased by104
Feb 1, 2022AUM$664,211,962$776,526,583increased by$112,314,621
Feb 1, 2022Accounts249237decreased by12
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “1832 ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“1832 ASSET” 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.