Formula Growth Limited
● SEC registered since 2017CRD 163245SEC# 801-110365Montreal
Ranks #4,405 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$343.5M
Fund GAV
$343.5M
Private funds
7
Employees
15
Accounts
7
Location
Montreal
Formula Growth Limited assets under management
Formula Growth Limited is an investment advisory firm registered with the SEC based in Montreal. The firm has been registered since 2017. It reports $343.5 million in regulatory assets under management and employs 15 people. Formula Growth Limited manages 7 private funds with combined gross assets of $343.5 million, including Formula Growth Fund. By regulatory assets, it ranks 4,405 of 6,004 private fund managers.
Formula Growth Limited private funds
7 funds · $343.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Formula Growth Fund | Other Private | $133.8M | $25K |
| Formula Growth Hedge Fund | Hedge | $82.6M | $25K |
| Formula Growth Focus Fund | Hedge | $54.3M | $25K |
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Join to unlock · $37/moFormula Growth Limited owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Taylor Staples Control | Director | Under 5% | 2005 |
| Argirios John Kiriazidis Control | Coo/Cco/Director | Under 5% | 2005 |
| Cameron Michael Phelps Fortin Control | Director | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Formula Growth Limited manage?
Formula Growth Limited reports $343.5 million in regulatory assets under management on its Form ADV.
How many private funds does Formula Growth Limited manage?
Formula Growth Limited manages 7 private funds with combined gross assets of $343.5 million.
How many employees does Formula Growth Limited have?
Formula Growth Limited reports 15 employees.
Where is Formula Growth Limited located?
Formula Growth Limited is based in Montreal and has been SEC-registered since 2017.
Does Formula Growth Limited disclose fund performance?
Formula Growth Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Sherbrooke Street West, Suite 2300, Montreal H3A 2R7 |
| Phone | 514-288-5136 |
| Fax | 514-844-4561 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$343.5M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$343.5Mregulatory AUM
Discretionary $343.5M
Fund type mix
Hedge6
Other Private1
Service providers
Auditor
Prime broker
Custodian
Administrator