Executive VP · Cidel Asset Management Inc
James Porter
CRD 6385724 · Named on Form ADV at one SEC-registered adviser
At a glance
Cidel Asset Management Inc, an SEC-registered asset manager based in Toronto, Ontario, Canada with $4.8 billion in regulatory assets, lists James Porter on its Form ADV as Executive VP, a control person.
Firms and roles
- Cidel Asset Management IncExecutive VPAsset manager · Toronto, Ontario, Canada · $4.8B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Arthur M HeinmaaInvestment Committee Member/cio/executive Committee, Cidel Asset Management Inc
- Bryan TamblynChief Compliance Officer, Cidel Asset Management Inc
- Henry PerrenChairman, Cidel Asset Management Inc
- Hilton SacksExecutive VP, Cidel Asset Management Inc
- Paul BuchananCFO, Cidel Asset Management Inc
5 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.