Dorchester Wealth Management Company

Dorchester Wealth Management Company is a alternative asset management company based in Montreal, H3B 4N4, Canada. They operate 1 private fund and have approximately $710.9 million in total assets under management (AUM). You can view more information on Dorchester Wealth Management Company including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Dorchester Wealth Management Company

Dorchester Wealth Management Company
1100 Rene Levesque Blvd. West
Suite 650
Montreal, H3B 4N4
Canada

Phone: 514-861-5841
Fax: 514-875-6779
Website: https://www.dorchesterwealth.com

Overview of Dorchester Wealth Management Company

Org. Type: Corporation

Registration Country: Canada

0

SEC#: 801-96255

Org#: 221519

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: Up to 10 percent

Private Funds Managed(1): Dorchester Opportunity Fund

Ownership/Leadership of Dorchester Wealth Management Company

 

Isabella Helene WehrliDirector, Secretary, Chief Compliance Officer
Brian Trevor HowardDirector
Arthur Bruce GillDirector
Robert Elliott BardPresident, Director
Trident Vi Parallel Fund L.P.Member
Trident Ffp Blocker LLCLimited Partner
David Victor SheridanDirector
Trident Vi L.P.Limited Partner

Dorchester Wealth Management Company Key Stats and Charts

Discretionary AUM: $711 million

Dorchester Wealth Management Company discretionary AUM

Rank: 1802 out of 6900 private fund companies

Total AUM: $711 million

Dorchester Wealth Management Company total assets under management (AUM)

Rank: 1889 out of 6900 private fund companies

# of Accounts: 729

Dorchester Wealth Management Company total client accounts

Rank: 285 out of 6900 private fund companies

Average Account Size: 975228.463649

Dorchester Wealth Management Company average account size

Rank: 3491 out of 6900 private fund companies

# of Employees: 9

Dorchester Wealth Management Company has 9 employees

Rank: 2327 out of 6900 private fund companies

# of Private Funds: 1

Dorchester Wealth Management Company operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies