O'Shares Investment Advisers is an investment advisor in Montreal with $1.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-108146
FINRA CRD number
284445
AUM ?
$1.52 bn
(as of 16 Mar 22)
Accounts
4
(as of 16 Mar 22)
Employees
10
(3 investment advisory or research)
Address
O'Shares Investment Advisers
60 STATE STREET
STE 700
BOSTON
MA 02109
60 STATE STREET
STE 700
BOSTON
MA 02109
Office hours
Monday - Friday, 9 AM - 5 PM
Phone
617-855-7670
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'shares Investments Inc. | Member | 03/2016 | > 75% |
O'Brien, Connor | Chief Executive Officer | 03/2016 | < 5% |
Poirier, Louise Anne | Chief Financial Officer/chief Compliance Officer/secretary | 03/2016 | < 5% |
O'Brien, Connor | Stockholder | 03/2018 | > 75% |
Shaw Street Investments Ulc | Stockholder | 05/2015 | 25-50% |
the Kevin O'leary Family Trust 1997 | Stockholder | 06/2012 | > 75% |
O'leary Productions Inc. | Stockholder | 05/2015 | 25-50% |
O'Leary, Terence, Thomas Kevin | Stockholder | 01/2012 | > 75% |
O'Leary, Terence, Thomas Kevin | Chairman | 01/2017 | < 5% |
Fintech Strategies Corp | Stockholder | 03/2018 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
5 Aug 21