{"url":"https://nivawealth.com/firms/laurus-global-equity-management-317604","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317604","regulatoryAum":332690515,"crd":"317604","history":[{"filedOn":"2022-03-24","regulatoryAum":670783993,"clients":32,"employees":11,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":419569568,"clients":30,"employees":10,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":413903332,"clients":24,"employees":9,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":420056022,"clients":23,"employees":9,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":332690515,"clients":23,"employees":7,"offices":1}],"secFileNumber":"801-122919","legalName":"Laurus Global Equity Management Inc.","displayName":"Laurus Global Equity Management","slug":"laurus-global-equity-management-317604","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/laurus-investment-counsel/mycompany/","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"December","headquarters":{"street":"120 Adelaide Street West, Suite 1901","city":"Toronto","state":"","stateName":"","country":"Canada","postalCode":"M5H1T1"},"tradeNames":[],"registration":{"secApproved":"4 January 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3370971.6363636362,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":332690515,"discretionary":332690515,"discretionaryAccounts":23,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":1},"clientTypes":[{"label":"High-net-worth individuals","clients":11,"regulatoryAum":37080688},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":46108668},{"label":"Other investment advisers","clients":3,"regulatoryAum":236208233},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":13292926}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"National Bank Independent Network","shortName":"National Bank Independent Network","location":"Toronto","smaAssets":50373614}],"custodyNote":"Laurus Global Equity Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Chris Page","title":"Chief Executive Officer","crd":"7312803"},{"name":"Dennis Starritt","title":"Senior Vice President","crd":"7312806"},{"name":"Saleha Haji","title":"Chief Compliance Officer","crd":"7683873"}],"ownership":[{"label":"Laurus Holdco, Inc.","detail":"Direct owner in the 75% or more ownership band and a control person, since April 2014."},{"label":"Chris Page","detail":"Indirect owner: a owner of Laurus Holdco, Inc. in the 25% to 50% band and a control person, since April 2014.","parent":"Laurus Holdco, Inc."},{"label":"Dennis Starritt","detail":"Indirect owner: a owner of Laurus Holdco, Inc. in the 25% to 50% band and a control person, since April 2014.","parent":"Laurus Holdco, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"844-430-5501","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317604/PDF/317604.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Laurus Global Equity Management have?","answer":"Laurus Global Equity Management has 23 clients and manages $333 million for them, as of March 2026. They include 11 high-net-worth individuals, 7 corporations and other businesses, and 3 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Laurus Global Equity Management offer?","answer":"Laurus Global Equity Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Laurus Global Equity Management use?","answer":"Laurus Global Equity Management’s separately managed account assets are held at National Bank Independent Network (Toronto), with $50.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Laurus Global Equity Management have?","answer":"Laurus Global Equity Management has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Laurus Global Equity Management invest in?","answer":"At the end of its last fiscal year, Laurus Global Equity Management’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Laurus Global Equity Management?","answer":"Laurus Global Equity Management is owned through a holding company by Chris Page and Dennis Starritt. Its direct owner is Laurus Holdco, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Laurus Global Equity Management get paid?","answer":"Laurus Global Equity Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Laurus Global Equity Management?","answer":"Laurus Global Equity Management’s main office is at 120 Adelaide Street West, Suite 1901, Toronto, Canada M5H1T1. Its phone number is 844-430-5501.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}