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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 Aug 17, 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 |
|---|---|---|---|
| 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.