Silver Heights Capital Management Inc.
- Regulatory AUM
- $727M
- Discretionary
- $727M
- Clients
- 93
- Avg AUM / client
- $7.8M
- Accounts
- 99
- Employees
- 11
AUM over time
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 | $1.3M | 0.18% |
| High net worth individuals | 64 | $327M | 45.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $48.7M | 6.7% |
| Charitable organizations | Fewer than 5 clients | $8.6M | 1.18% |
| Other investment advisers | Fewer than 5 clients | $178M | 24.4% |
| Corporations and other businesses | 28 | $164M | 22.5% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kuebler, Kevin, Erich | Secretary/Treasurer | Jul 2006 (20y) | ≈ 37.5% – 75% via Chawinkie Poo Enterprises Ltd. | |
| Lam, Lung Ming | President | Jul 2006 (20y) | ≈ 37.5% – 75% via Zamurknux Creations Inc. | |
| Campbell, Patricia, Dianne | Chief Operating Officer And Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chawinkie Poo Enterprises Ltd. | Shareholder | Aug 2006 | A | 50% – 75% |
| Zamurknux Creations Inc. | Shareholder | Aug 2006 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Kuebler, Kevin, Erich: 75% – 100% of Chawinkie Poo Enterprises Ltd. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Lam, Lung Ming: 75% – 100% of Zamurknux Creations Inc. × 50% – 75% direct ≈ 37.5% – 75% 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 | 993 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Financial Inc. $652M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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) ↗