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NOVACAP MANAGEMENT INC.

CRD 290100File 801-128499
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.17B
Top 10% of cohort (national)
Discretionary AUM
$13.17B
Clients
68
68 accounts
Employees
112

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jul 28, 2023
Principal office
3400 RUE DE L'ECLIPSE, SUITE 700, BROSSARD, QUEBEC, J4Z 0P3
Phone
1-450-651-5000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.17B
Discretionary AUM
$13.17B
Non-discretionary AUM
$0
Discretionary accounts
68
Non-discretionary accounts
0
Total accounts
68
AUM per client
$193.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles68$13.17B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • 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
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees103112increased by9
Apr 1, 2026Clients6168increased by7
Apr 1, 2026AUM$8,374,363,136$13,171,477,720increased by$4,797,114,584
Apr 1, 2026Accounts6168increased by7
May 1, 2025Registration—APPROVED

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

See plans that list “NOVACAP MANAGEMENT” as a service provider on 5500mcp →

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