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August Group Capital

EST. AUM
$740,298,168

CONTACTS
1

CLIENT ACCOUNTS
407

Firm Details

Metro area Toronto
CRD Number 311499
Website augustgroup.com
Client types

Overview

The August Group Capital Ltd. is an SEC-registered investment adviser serving high- and ultra-high-net-worth clients, families, and select companies. The firm provides discretionary portfolio management and a “Capital Allocation” model that builds multi-manager, multi-asset portfolios, alongside a Family Office offering that includes planning, reporting, liquidity and banking coordination, and coordination with legal, tax, insurance and cross-border advisers. August allocates to third-party managers and vehicles across public markets and alternatives, including private equity and hedge funds, and may also invest directly via ETFs and mutual funds. Monitoring is at least quarterly, with fees disclosed in their Form CRS/ADV.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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