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CADOGAN PARK
Legal name: CADOGAN PARK ADVISORS INC.
CRD 291546File 801-112412
APPROVED
Retail clients
Disclosure events
Filing as of Oct 31, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$47.4M
Bottom 25% of cohort (national)
Discretionary AUM
$47.4M
Clients
76
75 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 8, 2018
- Principal office
- 885 W. GEORGIA ST., SUITE#1150, VANCOUVER, B.C., V6C 3E8
- Phone
- 6043733388
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.4M
- Discretionary AUM
- $47.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 75
- Non-discretionary accounts
- 0
- Total accounts
- 75
- AUM per client
- $624K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 15 | $32.7M |
| Pooled investment vehicles | 1 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 60 | $14.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 67 | 76 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $40,796,777 | $47,409,347 | increased by$6,612,570 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 66 | 75 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 48 | 67 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $38,917,000 | $40,796,777 | increased by$1,879,777 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 48 | 66 | increased by18 |
| Nov 1, 2021 | Clients | 39 | 48 | increased by9 |
| Nov 1, 2021 | AUM | $29,970,528 | $38,917,000 | increased by$8,946,472 |
| Nov 1, 2021 | Accounts | 39 | 48 | increased by9 |
| 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 “CADOGAN PARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CADOGAN PARK” 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.