CASTLE RIDGE ASSET MANAGEMENT LIMITED

CRD 309774 · SEC 801-120571

Corporate platformCorporation

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

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100 KING STREET WEST, SUITE 4710, TORONTO, ONTARIO, M5X 1A9, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.8M

Discretionary AUM

$300.8M

Team

8 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-06-12

Disciplinary history

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Services

Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Pooled investment vehicles	6	$300.8M

All web addresses on file

Official SEC filing: View on IAPD