Ravenstone Capital Management Inc.
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 338898
· SEC file 801-136780
· Toronto, Ontario
· www.linkedin.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $371M
- Discretionary
- $371M
- Clients
- 567
- Avg AUM / client
- $654K
- Accounts
- 1,985
- Employees
- 5
AUM over time
$371M
$371M
Jun 18, 2026
Jun 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 378 | $24.7M | 6.66% |
| High net worth individuals | 32 | $55.7M | 15.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $150M | 40.3% |
| Pension and profit sharing plans | 5 | $1.9M | 0.51% |
| Charitable organizations | 6 | $6.4M | 1.73% |
| Corporations and other businesses | 145 | $133M | 35.7% |
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 Independent Network $221M (60% of AUM) Jun 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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗