Kbsh Capital Management Inc. is an adviser based in Toronto. It manages $4.9 billion of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Kbsh Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kbsh Capital Management Inc. is $4.9 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% 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 Kbsh Capital Management Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alexander Ross Aird has been acting as President since 1 Jul 2000. Rockwater Capital Corporation joined the executive team most recently as the Active.
The principal office where Kbsh Capital Management Inc. performs its advisory services is located at 1 Toronto Street, Toronto, M5 C 2 V6, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 416-863-1433 or by fax 416-868-1770. The normal business hours are 8:00 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.kbsh.ca.