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NORTHLEAF CAPITAL ADVISORS LTD.
CRD 145014File 801-68391
APPROVED
Custody
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4 | 3 | decreased by1 |
| Aug 1, 2026 | Clients | 5 | 4 | decreased by1 |
| Aug 1, 2026 | AUM | $670,365,215 | $585,377,054 | decreased by$84,988,161 |
| Aug 1, 2026 | Accounts | 5 | 4 | decreased by1 |
| Jan 1, 2026 | Employees | 175 | 156 | decreased by19 |
| Jan 1, 2026 | AUM | $660,759,101 | $670,365,215 | increased by$9,606,114 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 175 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $384,181,498 | $660,759,101 | increased by$276,577,603 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 5 | increased by1 |
| Jan 1, 2022 | Employees | 100 | 113 | increased by13 |
| Jan 1, 2022 | Clients | 2 | 4 | increased by2 |
| Jan 1, 2022 | AUM | $47,074,546 | $384,181,498 | increased by$337,106,952 |
| Jan 1, 2022 | Accounts | 2 | 4 | increased by2 |
| 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 “NORTHLEAF CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHLEAF CAPITAL” 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.