FORMULA GROWTH LIMITED

CRD 163245 · SEC 801-110365

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1010 SHERBROOKE STREET WEST, SUITE 2300, MONTREAL, H3A 2R7, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$343.5M

Discretionary AUM

$343.5M

Team

15 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-04-10

Disciplinary history

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Services

Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Pooled investment vehicles	7	$343.5M

All web addresses on file

Official SEC filing: View on IAPD