Integrated Managed Futures Corp. (Toronto)

Name: Integrated Managed Futures Corp.
Address: 1200 70 University Avenue, Toronto, M5 J 2 M4
Telephone: 416 360 7667

Integrated Managed Futures Corp. is an adviser based in Toronto. It manages $497.41 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Integrated Managed Futures Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Managed Futures Corp: assets under management

The assets under management (AUM) of Integrated Managed Futures Corp. is $497.41 million. The firm's AUM has grown by 874% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.56 million in discretionary accounts and $464.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $464.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Managed Futures Corp. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Integrated Managed Futures Corp.

Stephen Charles Johnson has been acting as President since 1 Jun 2003. Koloshuk Farrugia Corp. joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Integrated Asset Management Corp.	Shareholder	1 Mar 2003	25% - 50%	foreign
Roland Austrup	Chief executive officer, chief investment officer and cco	1 Jun 2003	Other	6111473
Stephen Charles Johnson	Chairman	1 Jun 2003	Other	4406292
Robert Koloshuk	Senior strategist and director of trading	1 Jun 2004	Other	6111481
Blumont Capital Corportion	Shareholder	1 Jan 2006	25% - 50%	140023
David George Mather	President and chief operating officer	1 Jun 2011	Other	2071774
Victor (Nmn) Koloshuk	Director	1 Dec 2015	25% - 50%	4406288
Koloshuk Farrugia Corp.	Shareholder	1 Mar 2017	75% - 100%	foreign

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Victor (Nmn) Koloshuk	Shareholder	1 Jan 1997	25% - 50%	4406288
Stephen Charles Johnson	Shareholder	1 Jan 1997	25% - 50%	4406292
Koloshuk Farrugia Corp.	Shareholder	1 Jan 1997	75% - 100%	foreign

Based in Toronto

The principal office where Integrated Managed Futures 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 416 360 7667 or by fax 416 360 7446. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at iamgroup.ca.