LA
Lazard Asset Management (Canada)inc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 106340
· SEC file 801-50349
· New York, NY
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 12
- Avg AUM / client
- $190M
- Accounts
- 12
- Employees
- 0
AUM over time
$2.3B
$4.8B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 4 | $988M | 43.3% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | 1 | $2.4M | 0.1% |
| State or municipal government entities | 1 | $318M | 13.9% |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 6 | $974M | 42.7% |
| Other | Fewer than 5 clients | $0 | — |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Mark, Richard | General Counsel | Apr 2017 (9y) | Less than 5% | |
| Paul, Nathan, Abraham | Director And President | Apr 2017 (9y) | Less than 5% | |
| Peer, Tomer, Avraham | Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Ryan, Jennifer, Anne | Director | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lazard Asset Management Llc | Parent | Jan 2003 | A | 75% or more |
| Lazard Group Llc | Sole Member | May 2005 | B | ≈ 42.19% – 100% via Lazard Freres & Co. Llc |
| Lazard, Inc. | Shareholder | May 2005 | B | ≈ 11.87% – 75% via Lltd Corp I |
| Lazard Freres & Co. Llc | Member | May 1995 | B | ≈ 56.25% – 100% via Lazard Asset Management Llc |
| Lltd Corp I | Shareholder | May 2005 | B | ≈ 15.82% – 75% via Lltd Corp Ii |
| Lltd Holding S.A.R.L. | Shareholder | May 2017 | B | ≈ 7.91% – 50% via Lltd 2 S.A.R.L. |
| Lltd Corp Ii | Managing Member | May 2005 | B | ≈ 21.09% – 75% via Lazard Group Llc |
| Lltd 2 S.A.R.L. | Managing Member | May 2005 | B | ≈ 10.55% – 50% via Lazard Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lazard Group Llc: 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Lazard, Inc.: 75% – 100% of Lltd Corp I × 75% – 100% of Lltd Corp Ii × 50% – 75% of Lazard Group Llc × 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Lazard Freres & Co. Llc: 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lltd Corp I: 75% – 100% of Lltd Corp Ii × 50% – 75% of Lazard Group Llc × 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Lltd Holding S.A.R.L.: 75% – 100% of Lltd 2 S.A.R.L. × 25% – 50% of Lazard Group Llc × 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Lltd Corp Ii: 50% – 75% of Lazard Group Llc × 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Lltd 2 S.A.R.L.: 25% – 50% of Lazard Group Llc × 75% – 100% of Lazard Freres & Co. Llc × 75% – 100% of Lazard Asset Management Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.83 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Cibc Mellon Trust Company $452M (15% of AUM) Jul 2024
- RBC $445M (19% of AUM) Mar 2026
- State Street $441M (19% of AUM) Mar 2026
- BNY Mellon $397M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗