Integrated Private Debt Corp. (Toronto)

Name: Integrated Private Debt Corp.
Address: 1200 70 University Avenue, Toronto, M5 J 2 M4
Telephone: 416-367-2044

Integrated Private Debt Corp. is a large advisory firm based in Toronto. It manages $797.25 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2014.

Integrated Private Debt Corp provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as manage portfolios of privately-placed loans.

Integrated Private Debt Corp: assets under management

The assets under management (AUM) of Integrated Private Debt Corp. is $797.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $797.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Integrated Private Debt Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Integrated Private Debt Corp.

Philip Spencer Robson has been acting as President since 1 Jun 2011. Donald William Bangay has served as the Chief Investment Officer since 1 Jan 2001. Errol Dennis Mccluskey joined the executive team most recently as the Chief Risk Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald William Bangay	Chief investment officer	1 Jan 2001	Other	6279204
Integrated Asset Management Corp.	Shareholder	1 Jun 2003	75% - 100%	foreign
Errol Dennis Mccluskey	Chief risk officer	1 Mar 2011	Other	6279206
Philip Spencer Robson	President	1 Jun 2011	Other	6279203

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Victor (Nmn) Koloshuk	Shareholder	1 Jan 1997	25% - 50%	4406288
Stephen Charles Johnson	Shareholder	1 Jan 1997	25% - 50%	4406292
Integrated Asset Management Corp.	Shareholder	1 Jan 2003	Other	foreign

Based in Toronto

The principal office where Integrated Private Debt Corp. performs its advisory services is located at 1200 70 University Avenue, Toronto, M5 J 2 M4, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 416-367-2044 or by fax 416-367-2594. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at iamgroup.ca/privatedebt/.