Data / Investment advisers / Ravenstone Capital Management Inc.
Ravenstone Capital Management Inc., Toronto, Ontario, Canada: $371 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ravenstone Capital Management Inc. is an SEC registered investment adviser with its main office in Toronto, Ontario, Canada and reports $371 million in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include pooled investment vehicles, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 338898
- SEC file number
- 801-136780
- SEC status
- Approved, effective July 22, 2026
- Main office
- 2300 Yonge Street Suite 2005, Toronto, Ontario, Canada M4P 1E4
- Phone
- (416) 322-2067
- Website
- ravenstonecapital.ca
- Regulatory AUM
- $370,890,873 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $370,890,873
- Accounts
- 1,985
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 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 |
|---|---|---|
| Pooled investment vehicles | 1 | $149.6 million |
| Corporations or other businesses | 145 | $132.6 million |
| High net worth individuals | 32 | $55.7 million |
| Individuals (other than high net worth individuals) | 378 | $24.7 million |
| Charitable organizations | 6 | $6.4 million |
| Pension and profit sharing plans | 5 | $1.9 million |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Ravenstone Capital Management Inc. 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.