Data / Investment advisers / Enr Asset Management, Incorporated
Enr Asset Management, Incorporated, Westmount, Quebec, Canada: $177 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Enr Asset Management, Incorporated is an SEC registered investment adviser with its main office in Westmount, Quebec, Canada and reports $177 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and insurance companies. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 136315
- SEC file number
- 801-72575
- SEC status
- Approved, effective July 29, 2011
- Main office
- 1 Westmount Square Suite 380, Westmount, Quebec, Canada H3Z 2P9
- Phone
- (514) 989-8027
- Website
- enrassetmanagement.com
- Regulatory AUM
- $176,718,886 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $75,873,495
- Non discretionary AUM
- $100,845,391
- Accounts
- 177
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $111.7 million |
| Individuals (other than high net worth individuals) | 63 | $63.6 million |
| Insurance companies | 1 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $176.7 million | March 23, 2026 |
| December 1, 2025 | $145.5 million | March 17, 2025 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Enr Asset Management, Incorporated on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.