BEUTEL, GOODMAN & COMPANY LTD.
Latest filing: Mar 27, 2024 (217 days ago)
AUM
$35,879,000,000
11% change vs. 1 year ago
11% change vs. 3 years ago
29% change vs. 5 years ago
-2% change vs. 10 years ago
Employee Count
117
6% change vs. 1 year ago
24% change vs. 3 years ago
29% change vs. 5 years ago
62% change vs. 10 years ago
Main Office
TORONTO, ONT.,
20 EGLINTON AVENUE WEST, TORONTO, ONT., , CANADA, M4R 1K8
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $29.2 |
| Non-Discretionary | $6.7 |
| Total | $35.9 |
| Client | AUM |
|---|---|
| Retail | $2.1 |
| Pooled | $1.9 |
| Institutional | $31.9 |
| Total | $35.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 760 | $2.1 |
| Average HNW AUM | $2,735,526 | |
| Retail Total | 760 | $2.1 |
| Average Retail AUM | $2,735,526 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC | TORONTO--CAN | $16.2 |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | TORONTO--CAN | $8.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $34.0 |
| Retail SMA AUM | $2.1 |
| Institutional SMA AUM | $31.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $15.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 7% | $2.4 |
| IG Credit | 4% | $1.4 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 41% | $13.9 |
| Cash | 3% | $1.0 |
| Other | 0% | $0.0 |
| Total | 100% | $34.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMG FUNDS LLC | $21.2 | 153456 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| CORNEIL, JACKIE | TRUSTEE OF BEUTEL GOODMAN VOTING TRUST, DIRECTOR, MANAGING DIRECTOR, FINANCE & ADMINISTRATION |
| POMOTOV, MICHAL | GENERAL COUNSEL & CCO |
| JEFFREY, YOUNG, A | DIRECTOR, MANAGING DIRECTOR, PRIVATE CLIENT GROUP, TRUSTEE OF BG SHAREHOLDERS TRUST |
| CARDOSO, RUI, MACHADO | DIRECTOR, MANAGING DIRECTOR, US & INTERNATIONAL EQUITIES |
| ARPIN, STEPHEN, JOHN | DIRECTOR, MANAGING DIRECTOR, CANADIAN EQUITIES |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $35.9 | $0.0 | 0% | 117 | 0 | 0% |
| 2024-04-02 | $35.9 | $0.0 | 0% | 117 | 0 | 0% |
| 2023-04-04 | $32.2 | $3.7 | 11% | 110 | 7 | 6% |
| 2022-04-01 | $36.5 | -$0.6 | -2% | 98 | 19 | 19% |
| 2021-04-05 | $32.5 | $3.4 | 11% | 94 | 23 | 24% |
| 2020-04-01 | $32.3 | $3.5 | 11% | 94 | 23 | 24% |
| 2019-04-01 | $27.7 | $8.2 | 29% | 91 | 26 | 29% |
| 2018-04-02 | $28.3 | $7.6 | 27% | 85 | 32 | 38% |
| 2017-04-01 | $28.1 | $7.8 | 28% | 78 | 39 | 50% |
| 2016-04-01 | $26.9 | $8.9 | 33% | 76 | 41 | 54% |
| 2015-04-01 | $36.2 | -$0.3 | -1% | 76 | 41 | 54% |
| 2014-04-01 | $36.5 | -$0.6 | -2% | 72 | 45 | 62% |
| 2013-04-01 | $32.9 | $3.0 | 9% | 64 | 53 | 83% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV