Turn8 Private Wealth Inc.
● SEC registered since 2013CRD 167608SEC# 801-78315Pointe Claire
Reg. AUM
$350M
Employees
6
Accounts
1,123
Location
Pointe Claire
Turn8 Private Wealth Inc. assets under management
Turn8 Private Wealth Inc. is an SEC-registered investment adviser based in Pointe Claire. The firm has been registered since 2013. It reports $350 million in regulatory assets under management and employs 6 people.
Turn8 Private Wealth Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Stuart McFadzean Control | Chief Compliance Officer, Chief Investment Officer, And President | Over 75% | 2015 |
| Shauna Spear | Director Of Operations | 5-10% | 2018 |
| The Csm Trust Control | Owner | 5-10% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Turn8 Private Wealth Inc. manage?
Turn8 Private Wealth Inc. reports $350 million in regulatory assets under management on its Form ADV.
How many employees does Turn8 Private Wealth Inc. have?
Turn8 Private Wealth Inc. reports 6 employees.
Where is Turn8 Private Wealth Inc. located?
Turn8 Private Wealth Inc. is based in Pointe Claire and has been SEC-registered since 2013.
Does Turn8 Private Wealth Inc. disclose fund performance?
Turn8 Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 277 Lakeshore Rd., Suite 2, Pointe Claire H9S 4L2 |
| Phone | (514) 600-1466 |
| Fax | (514) 600-1467 |
| Office hours | 7a.m. - 6p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$350M▲ 24%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$350Mregulatory AUM
Discretionary $350M