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CONVERIUM CAPITAL INC.

CRD 312880File 801-120542
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$952.1M
Above cohort median (national)
Discretionary AUM
$952.1M
Clients
4
4 accounts
Employees
12

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Mar 17, 2021
Principal office
1250 RENE-LEVESQUE OUEST, SUITE 4030, MONTREAL, QUEBEC, H3B 4W8
Phone
514-418-0201

Assets & accounts

ADV Item 5F
Total regulatory AUM
$952.1M
Discretionary AUM
$952.1M
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$238.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$952.1M

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
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1112increased by1
Apr 1, 2026AUM$762,033,785$952,120,589increased by$190,086,804
May 1, 2025
vs Oct 1, 2022
Employees911increased by2
May 1, 2025
vs Oct 1, 2022
Clients34increased by1
May 1, 2025
vs Oct 1, 2022
AUM$171,456,994$762,033,785increased by$590,576,791
May 1, 2025
vs Oct 1, 2022
Accounts34increased by1
Apr 1, 2022Employees79increased by2
Apr 1, 2022AUM$0$171,456,994increased by$171,456,994
Apr 1, 2022Accounts03increased by3
Sep 1, 2021CustodyNoYes
Apr 1, 2021Registration—APPROVED

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

See plans that list “CONVERIUM CAPITAL” as a service provider on 5500mcp →

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