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NORTHLEAF CAPITAL ADVISORS LTD.
CRD 145014File 801-68391
APPROVED
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$585.4M
Above cohort median (national)
Discretionary AUM
$585.4M
Clients
3
4 accounts
Employees
156
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 5, 2007
- Principal office
- 40 KING STREET WEST, SUITE 5600, TORONTO, ONTARIO, M5H 3S1
- Phone
- 1 866 964 4141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $585.4M
- Discretionary AUM
- $585.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $195.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $563.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4 | 3 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.