COUGAR GLOBAL INVESTMENTS
Latest filing: Dec 08, 2023 (352 days ago)
AUM
$1,399,844,844
3% change vs. 1 year ago
6% change vs. 3 years ago
14% change vs. 5 years ago
828% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
-67% change vs. 3 years ago
-79% change vs. 5 years ago
-73% change vs. 10 years ago
Main Office
TORONTO,
200 KING STREET WEST, TORONTO, , CANADA, M5H 3T4
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $1.4 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $1.4 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | ST PETERSBURG-FL-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 98% | $1.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.4 |
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 |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | $350.0 | broker-dealer | 705 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | $275.4 | 149018 | |
| SCOUT INVESTMENTS, INC. | $29.0 | 111787 | |
| CHARTWELL INVESTMENT PARTNERS, LLC | $11.3 | 170335 | |
| CLARIVEST ASSET MANAGEMENT LLC | $3.0 | 139785 | |
| RAYMOND JAMES (USA) LTD | $1.3 | 25853 | |
| RAYMOND JAMES INVESTMENT COUNSEL LTD. | $0.0 | 128324 | |
| EB MANAGEMENT I LLC | $0.0 | - | |
| RJ TRUST CANADA | $0.0 | trust company | - |
| RAYMOND JAMES ASSET MANAGEMENT INTL. S.A. | $0.0 | - | |
| RAYMOND JAMES INVESTMENT SERVICES LIMITED | $0.0 | broker-dealer | - |
| RAYMOND JAMES LIMITED | $0.0 | broker-dealer | - |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | $0.0 | broker-dealer | 6694 |
| EAGLE ASSET MANAGEMENT INC | $0.0 | - | |
| RAYMOND JAMES TRUST N.A. | $0.0 | trust company | - |
| RAYMOND JAMES FINANCIAL PLANNING LTD | $0.0 | - | |
| RAYMOND JAMES TAX CREDIT FUNDS, INC. | $0.0 | - | |
| RAYMOND JAMES EURO EQUITIES SAS | $0.0 | broker-dealer | - |
| RAYMOND JAMES INSURANCE GROUP, INC. | $0.0 | - | |
| RAYMOND JAMES BANK | $0.0 | - | |
| MK INVESTMENT MANAGEMENT INC. | $0.0 | - | |
| CARILLON FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 139749 |
| CARILLON TOWER ADVISORS INC | $0.0 | - | |
| CEBILE CAPITAL LLP | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $1.4 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.0 | 0% | 3 | 0 | 0% |
| 2023-04-04 | $1.4 | $0.0 | 3% | 3 | 0 | 0% |
| 2022-04-01 | $1.5 | -$0.1 | -4% | 3 | 0 | 0% |
| 2021-04-05 | $1.3 | $0.1 | 6% | 9 | -6 | -67% |
| 2020-04-01 | $1.3 | $0.1 | 7% | 10 | -7 | -70% |
| 2019-04-01 | $1.2 | $0.2 | 14% | 14 | -11 | -79% |
| 2018-04-02 | $0.2 | $1.2 | 772% | 15 | -12 | -80% |
| 2017-04-01 | $0.1 | $1.3 | 859% | 15 | -12 | -80% |
| 2016-04-01 | $1.4 | $0.0 | 3% | 14 | -11 | -79% |
| 2015-04-01 | $0.1 | $1.3 | 839% | 9 | -6 | -67% |
| 2014-04-01 | $0.2 | $1.2 | 828% | 11 | -8 | -73% |
| 2013-04-01 | $0.2 | $1.2 | 725% | 11 | -8 | -73% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL-02/04/1999 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV