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RAVENSTONE CAPITAL MANAGEMENT INC.
CRD 338898File 801-136780
APPROVED
Retail clients
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.9M
Below cohort median (national)
Discretionary AUM
$370.9M
Clients
567
1,985 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 22, 2026
- Principal office
- 2300 YONGE STREET, SUITE 2005, TORONTO, ONTARIO, M4P 1E4
- Phone
- 416-322-2067
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $370.9M
- Discretionary AUM
- $370.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,985
- Non-discretionary accounts
- 0
- Total accounts
- 1,985
- AUM per client
- $654K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 145 | $132.6M |
| Charitable organizations | 6 | $6.4M |
| High net worth individuals | 32 | $55.7M |
| Pooled investment vehicles | 1 | $149.6M |
| Pension and profit sharing plans | 5 | $1.9M |
| Individuals (other than high net worth individuals) | 378 | $24.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.