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Private fund adviser · Pointe Claire, Canada

Turn8 Private Wealth Inc.

SEC-registered investment adviser · CRD 167608 · SEC 801-78315

At a glance

Turn8 Private Wealth Inc. is an SEC-registered investment adviser based in Pointe Claire, Canada, with $350 million in regulatory assets under management as of its Form ADV filed May 29, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 288 individual clients. By Form ADV it is a private fund adviser, ranked 3,417th of 4,686 private fund advisers and 9,411th of 17,210 SEC-registered advisers by assets.

Main office 514-600-1466turn8privatewealth.comLinkedInAs filed on Form ADV

Regulatory AUM
$350M
Rank among private fund advisers
#3,417 of 4,686
Rank among all SEC RIAs
#9,411 of 17,210
Individual clients
288
High-net-worth clients
129
Accounts
1,123
Discretionary
100% of AUM
Employees
6
Advisory staff
3
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. National Bank Independent Network$268M88%
  2. Charles Schwab$36M12%

Other RIAs using National Bank Independent NetworkOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles5$282M81%
High-net-worth individuals129$63M18%
Individuals159$5M1%

Disciplinary disclosures

Turn8 Private Wealth 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
  • Periodicals or newsletters

How it’s paid

  • A percentage of assets under management
  • Other

Form ADV and brochures on the SEC’s adviser search ↗turn8privatewealth.com ↗

AtlasMembers

The full record on Turn8 Private Wealth Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 2,167 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Turn8 Private Wealth Inc. manage?

Turn8 Private Wealth Inc. reports $350 million in regulatory assets under management across 1,123 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 29, 2026.

What kind of firm is Turn8 Private Wealth Inc.?

Turn8 Private Wealth Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Turn8 Private Wealth Inc.’s clients?

By assets, its largest client types are pooled investment vehicles ($282 million, 5 clients); high-net-worth individuals ($63 million, 129 clients); individuals ($5 million, 159 clients).

Does Turn8 Private Wealth Inc. have any disciplinary history?

Turn8 Private Wealth 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 Turn8 Private Wealth 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 (2026-05-29), 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 →