AUGUST GROUP

Toronto, Canada · CRD 311499

SEC-registered investment adviser since 2021 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$740.3m
Main clients (by assets)Companies 71%, High net worth individuals 26%, Charities 3%
Private funds1 · $12.3m gross assets
Form ADV · 2026-09-21SEC adviser record

Kindinstitutions
Others nearbyToronto, Montréal, Fort Lauderdale, FL, New York, NY

As an employer

Staff (Form ADV)22 · 3 in investment roles
Offices in2 countries
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Toronto (main office)Canada	Canada
Mont RoyalCanada	Canada	2
Fort Lauderdale, FLUnited States	United States	1
New York, NYUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.