COUGAR GLOBAL INVESTMENTS

Latest filing: Dec 08, 2023 (327 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 % ∆
2024-10-01 $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