Our clients include
- Registered portfolio management firms
- Registered investment fund managers wishing to outsource the IFM role
- IIROC-regulated Investment Dealers
- Past financial advisors having registered their own ICPM/PM firms
- Exempt market dealers wishing to connect their existing Funds to FundServ
Fund Name
Strategy Type
Rosen Group Private Wealth Management
Firm websiteMayfair Private Client Structured Outcome Pool
AlternativeOakstone Private Client Institutional Pool
AlternativeLegacy Private Client Real Estate Pool
Alternative
Access Family Office Corp.
Firm websiteAccess Balanced Income Fund
Fixed IncomeAccess Balanced Income Fund LP
Fixed IncomeAccess Private Income Fund
AlternativeAccess Private Income Fund LP
AlternativeAccess Growth Fund
AlternativeAccess Growth Fund LP
Alternative
iA Private Wealth
Firm websiteSelect Partners Global Income Fund
Fixed IncomeMajestic Select Partners Alternative Fund
AlternativeMKTS Alternative Private Pool
AlternativeTWM Canadian Equity Private Pool
EquityTWM U.S. Equity Private Pool
EquityPlatinum Growth Fund
Equity
Heward Investment Management
Firm websiteHeward Equity Fund
EquityHeward Income Fund
Fixed IncomeHeward Canadian Dividend Fund
EquityHeward Global Leaders Fund
Equity
TURN8 Partners
Firm websiteTURN8 Tactical Equity Fund
EquityTURN8 Equity Growth Fund
EquityTURN8 Fixed Income Fund
Fixed IncomeTURN8 Alternative Fund
AlternativeTURN8 Opportunity Fund
Alternative
Verecan Capital Management Inc.
Firm websiteVerecan Global Equity Fund
EquityVerecan Global Income Fund
Fixed Income
Kayne Anderson Rudnick Investment Management LLC
Firm websiteKayne Anderson Rudnick Global Small Cap Fund
Equity
Lakeroad Asset Management Inc.
Firm websiteLakeroad Dividend Strategy
EquityLakeroad Growth Strategy
Equity
Northfront Financial
Firm websiteNorthfront Equity Fund
EquityNorthfront Income Fund
Fixed IncomeNorthfront Alternative Asset Fund
Alternative
IP Private Wealth
Firm websiteIP Alternative Strategies Fund
AlternativeIP Diversified Alternative Income Fund
Alternative
Compass Private Wealth
Firm websiteCompass Equity Fund
EquityCompass Income Fund
Fixed IncomeCompass Alternative Asset Fund
Alternative
Harris, Bolduc & Associates
Firm websiteHarris-Bolduc Strategic Quantitative Fund
Equity
Rivemont Investments
Firm websiteRivemont Long Short Fund
Long/Short EquityRivemont Crypto Fund
AlternativeRivemont MicroCap Fund
Small Cap Equity
Rally Assets
Firm websiteRally Total Impact Fund
AlternativeRally Global Equities Impact Fund
EquityRealize Fund
Venture Capital
Marnoa Private Wealth Counsel
Firm websiteMarnoa Diversifed Income Fund
Alternative
MCF Securities - EMD
Firm websiteMCF VCCI Fund
Venture CapitalVCCI 2023 Fund
Venture CapitalMCF Growth Fund
Private Equity
Mogo Asset Management Inc.
Firm websiteLimpid Global Fund
Equity
Exponent Investment Mgt
Firm websiteEIM Partners Fund
Equity
Westmount Wealth Management
Firm websiteWestmount Alternative Income Fund
AlternativeWestmount Real Asset Fund
Alternative
Clear Skies Investment Management
Firm websiteClear Skies Climate Action Fund
EquityClear Skies Balanced Impact Fund
Equity
Majestic Asset Management
Firm websiteMajestic Global Diversified Fund
Alternative/CTAMajestic Evolution Fund
AlternativePenmore Balanced Portfolio
AlternativeNova Institutional Asset Allocation Pool
AlternativeMorningside Vintage Secondary 2022 Fund LP
AlternativeMorningside Vintage Secondary 2023 Fund LP
AlternativePhilanthropic Social Impact Fund
Equity
Majestic can contribute to your success by supporting the activities related to investment funds