{"url":"https://nivawealth.com/firms/turn8-private-wealth-167608","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167608","regulatoryAum":349991473,"crd":"167608","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6221396","suffix":null,"lastName":"MCFADZEAN","firstName":"CRAIG","middleName":"STUART"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-03","regulatoryAum":218495816,"clients":238,"employees":4,"offices":2},{"filedOn":"2022-06-02","regulatoryAum":238061251,"clients":252,"employees":8,"offices":2},{"filedOn":"2023-07-24","regulatoryAum":220321498,"clients":259,"employees":8,"offices":2},{"filedOn":"2024-05-28","regulatoryAum":259726080,"clients":271,"employees":6,"offices":2},{"filedOn":"2025-06-11","regulatoryAum":283344610,"clients":280,"employees":5,"offices":2},{"filedOn":"2026-05-29","regulatoryAum":349991473,"clients":293,"employees":6,"offices":2}],"secFileNumber":"801-78315","legalName":"Turn8 Private Wealth Inc.","displayName":"Turn8 Private Wealth","slug":"turn8-private-wealth-167608","website":"https://turn8privatewealth.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/turn8wealth/?originalSubdomain=ca","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"March","headquarters":{"street":"277 Lakeshore RD., Suite 2","city":"Pointe Claire","state":"","stateName":"","country":"Canada","postalCode":"H9S 4L2"},"tradeNames":[],"registration":{"secApproved":"24 July 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":235974.55902777778,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":349991473,"discretionary":349991473,"discretionaryAccounts":1123,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":92,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":159,"regulatoryAum":4777013},{"label":"High-net-worth individuals","clients":129,"regulatoryAum":63183660},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":282030800}],"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":268000000},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":35750000}],"custodyNote":"Turn8 Private Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Craig McFadzean","title":"Chief Compliance Officer, Chief Investment Officer, and President","crd":"6221396"},{"name":"Shauna Spear","title":"Director of Operations","crd":"7787967"}],"ownership":[{"label":"Craig McFadzean","detail":"Chief compliance officer, chief investment officer, and president in the 75% or more ownership band and a control person, since March 2015. Also trustee of The CSM Trust and a control person, since March 2015."},{"label":"The CSM Trust","detail":"Owner in the 5% to 10% ownership band and a control person, since March 2015."},{"label":"Shauna Spear","detail":"Director of operations in the 5% to 10% ownership band, since August 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2100 King'S Highway","city":"Port Charlotte"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"514-600-1466","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Publication of periodicals or newsletters"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":81},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"29 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167608/PDF/167608.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 Turn8 Private Wealth have?","answer":"Turn8 Private Wealth has 293 clients and manages $350 million for them, as of May 2026. They include 159 individual clients, 129 high-net-worth individuals and 5 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Turn8 Private Wealth offer?","answer":"Turn8 Private Wealth provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and publishing newsletters.","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 Turn8 Private Wealth use?","answer":"Turn8 Private Wealth’s separately managed account assets are held at National Bank Independent Network (Toronto), with $268M and Charles Schwab & Co., Inc. (Westlake, TX), with $35.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Turn8 Private Wealth have?","answer":"Turn8 Private Wealth has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 3 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 Turn8 Private Wealth invest in?","answer":"At the end of its last fiscal year, Turn8 Private Wealth’s separately managed accounts held 81% pooled vehicles (private funds and similar), 16% exchange-traded equities, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs).","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 Turn8 Private Wealth?","answer":"Turn8 Private Wealth’s direct owners are Craig McFadzean (75% or more), the CSM Trust (5% to 10%) and Shauna Spear (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Turn8 Private Wealth get paid?","answer":"Turn8 Private Wealth is paid through a percentage of assets under management and other compensation. 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 Turn8 Private Wealth?","answer":"Turn8 Private Wealth’s main office is at 277 Lakeshore RD., Suite 2, Pointe Claire, Canada H9S 4L2. Its phone number is 514-600-1466. Its website is turn8privatewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/turn8-private-wealth-167608/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2070026/000207002626000003/0002070026-26-000003-index.html","totalValue":149869692,"positionCount":54,"top10Share":0.4310272353131946,"top10":[{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":9357042,"shares":22110,"shareType":"SH","priorValue":6812000,"priorShares":18402},{"issuer":"ALPHABET INC CL-A","titleOfClass":"COM","cusip":"02079K305","value":8158252,"shares":22873,"shareType":"SH","priorValue":7103000,"priorShares":24702},{"issuer":"TAIWAN SEMICON MAN SP/ADR","titleOfClass":"Sponsored 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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."}