Stonegate Private Counsel LP (Toronto)


Stonegate Private Counsel LP is an adviser based in Toronto. It manages $700 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2006.

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Stonegate Private Counsel provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stonegate Private Counsel: assets under management

The assets under management (AUM) of Stonegate Private Counsel LP is $700 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $700 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stonegate Private Counsel LP for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ci Financial Inc. Shareholder 1 Sep 2003 75% - 100% 000000000
Ci Financial Inc. Shareholder 1 Aug 2005 75% - 100% 00000000

Based in Toronto

The principal office where Stonegate Private Counsel LP performs its advisory services is located at 151 Yonge Street, Toronto, M5 C 2 W7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-681-7171 or by fax 416-681-7170. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.stonegatepc.com.