Integrated Private Debt Corp. is a large advisory firm based in Toronto. It manages $797.25 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2014.
Integrated Private Debt Corp provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as manage portfolios of privately-placed loans.
The assets under management (AUM) of Integrated Private Debt Corp. is $797.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Integrated Private Debt Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip Spencer Robson has been acting as President since 1 Jun 2011. Donald William Bangay has served as the Chief Investment Officer since 1 Jan 2001. Errol Dennis Mccluskey joined the executive team most recently as the Chief Risk Officer.
The principal office where Integrated Private Debt Corp. performs its advisory services is located at 1200 70 University Avenue, Toronto, M5 J 2 M4, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-367-2044 or by fax 416-367-2594. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at iamgroup.ca/privatedebt/.