Ge Asset Management Canada Company (Montreal)

Name: Ge Asset Management Canada Company
Address: 1250 Rene Levesque Boulevard West, 22 Nd Floor, Montreal, H3 B 4 W8
Telephone: 514-397-5300

Ge Asset Management Canada Company is a large advisory firm based in Montreal. It manages $1.3 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012.

Ge Asset Management Canada Company provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ge Asset Management Canada Company: assets under management

The assets under management (AUM) of Ge Asset Management Canada Company is $1.3 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ge Asset Management Canada Company for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ge Asset Management Canada Company

Matthew Julian Simpson has been acting as President since 1 Jul 2007. Susan Mary Lasota joined the executive team most recently as the Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ge Asset Management Incorporated	Sh	1 Sep 2000	75% - 100%	105297
Keith Graham Smith	Ceo	1 Sep 2000	Other	6066972
Michael James Cosgrove	Director	1 Oct 2000	Other	2337078
Matthew Julian Simpson	Director	1 Jul 2007	Other	2638052
Robert Steven Herlihy	Cco	1 Mar 2010	Other	5010103
Tracie Ann Winbigler	Cfo	1 Mar 2011	Other	5876030
Steven M Rullo	Coo	1 Jan 2012	Other	6027473
Jessica L Holscott	Cfo	1 Aug 2012	Other	6105704
Paul Martin Colonna	President	1 Apr 2013	Other	5384375
Sagar Chakravarthy Kurada	Cfo	1 Jul 2013	Other	6230019
Matthew Joseph Zakrzewski	Director & cfo	1 Sep 2013	Other	6249027
Susan Mary Lasota	Coo	1 Jul 2014	Other	2265812

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
General Electric Company	Sh	1 Mar 1988	75% - 100%	14-0689340

Based in Montreal

The principal office where Ge Asset Management Canada Company performs its advisory services is located at 1250 Rene Levesque Boulevard West, 22 Nd Floor, Montreal, H3 B 4 W8, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 514-397-5300 or by fax 877-874-3847. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at geam.com.