Data / Investment advisers / Wealhouse Capital Limited Partnership
Wealhouse Capital Limited Partnership, Toronto, Ontario, Canada: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealhouse Capital Limited Partnership is an SEC registered investment adviser with its main office in Toronto, Ontario, Canada and reports $1.6 billion in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 282931
- SEC file number
- 801-107684
- SEC status
- Approved, effective April 22, 2016
- Main office
- 161 Bay Street Suite 3950, Toronto, Ontario, Canada M5J 2S1
- Phone
- (416) 644-1190
- Website
- wealhouse.com
- Regulatory AUM
- $1,628,041,384 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $1,628,041,384
- Accounts
- 12
- Employees
- 16, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 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 | 6 | $984.1 million |
| Pooled investment vehicles | 4 | $560.2 million |
| Charitable organizations | Fewer than 5 | $83.8 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 |
|---|---|---|
| March 2, 2026 | $1.63 billion | February 24, 2026 |
| December 1, 2025 | $1.66 billion | February 20, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Wealhouse Capital Limited Partnership 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.