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JD EUROWAY CAPITAL PARTNERS LLC
CRD 305102File 801-117563
APPROVED
Custody
Filing as of Mar 30, 2024
Feed vintage Oct 1, 2026
Regulatory AUM
$2.20B
Top 25% of cohort (national)
Discretionary AUM
$1.3M
Non-discretionary $2.20B
Clients
2
7 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 31, 2019
- Principal office
- 6455 RUE JEAN-TALON, NO. 706, MONTREAL, QUEBEC, H1S 3E7
- Phone
- 1 (514) 273-1456
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20B
- Discretionary AUM
- $1.3M
- Non-discretionary AUM
- $2.20B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 5
- Total accounts
- 7
- AUM per client
- $1.10B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $572.0M |
| Pooled investment vehicles | 2 | $1.3M |
| State or municipal government entities | Fewer than 5 | $1.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 2 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,200,000,000 | $2,201,300,000 | increased by$1,300,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 7 | increased by2 |
| Aug 1, 2021 | Custody | No | Yes | |
| Aug 1, 2021 | AUM | $0 | $2,200,000,000 | increased by$2,200,000,000 |
| Aug 1, 2021 | Accounts | 0 | 5 | increased by5 |
| 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 “JD EUROWAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JD EUROWAY” 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.