Asset manager · Toronto, Ontario, Canada
Ravenstone Capital Management Inc.
SEC-registered investment adviser · CRD 338898 · SEC 801-136780
At a glance
Ravenstone Capital Management Inc. is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $371 million in regulatory assets under management as of its Form ADV filed June 25, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 410 individual clients. By Form ADV it is a asset manager, ranked 1,825th of 3,218 asset managers and 9,148th of 17,210 SEC-registered advisers by assets.
Main office 416-322-2067ravenstonecapital.caLinkedInAs filed on Form ADV
- Regulatory AUM
- $371M
- Rank among asset managers
- #1,825 of 3,218
- Rank among all SEC RIAs
- #9,148 of 17,210
- Individual clients
- 410
- High-net-worth clients
- 32
- Accounts
- 1,985
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Daymon A. LoebChief Executive Officer
- Adam L. DonskyChief Investment Officer and Chief Compliance Officer
- Paul B. BleiwasPartner and Head of Advisory
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $150M | 40% |
| Corporations or other businesses | 145 | $133M | 36% |
| High-net-worth individuals | 32 | $56M | 15% |
| Individuals | 378 | $25M | 7% |
| Charitable organizations | 6 | $6M | 2% |
| Pension and profit sharing plans | 5 | $2M | <1% |
Disciplinary disclosures
Ravenstone Capital Management Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗ravenstonecapital.ca ↗
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The full record on Ravenstone Capital Management Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Ravenstone Capital Management Inc. manage?
Ravenstone Capital Management Inc. reports $371 million in regulatory assets under management across 1,985 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 25, 2026.
What kind of firm is Ravenstone Capital Management Inc.?
Ravenstone Capital Management Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Ravenstone Capital Management Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($150 million, 1 clients); corporations or other businesses ($133 million, 145 clients); high-net-worth individuals ($56 million, 32 clients).
Does Ravenstone Capital Management Inc. have any disciplinary history?
Ravenstone Capital Management Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ravenstone Capital Management Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →