← Tributary

CASTLE RIDGE ASSET MANAGEMENT LIMITED

TORONTO, ONTARIO, Canada · CRD 309774 · IAPD ↗ · 416-701-9737

$300.8MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

39
April 2026 — CASTLE RIDGE ASSET MANAGEMENT LIMITED reported RAUM up 56% ($193.0M -> $300.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2024 — CASTLE RIDGE ASSET MANAGEMENT LIMITED reported RAUM up 42% ($134.6M -> $191.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.