Iam Private Debt Group (Toronto)

Name: Iam Private Debt Group
Address: 1200 70 University Avenue, Toronto, M5 J 2 M4
Telephone: 416-367-2044

Iam Private Debt Group is a large advisory firm based in Toronto. It manages $600 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2015.

Iam Private Debt Group 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.

Iam Private Debt Group: assets under management

The assets under management (AUM) of Iam Private Debt Group is $600 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $600 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iam Private Debt Group 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.

Careers at Iam Private Debt Group

Philip Spencer Robson has been acting as President since 1 Jun 2011. Theresa Anne Shutt has served as the Chief Investment Officer since 1 Oct 2014. John Frederick Robertson joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald William Bangay	Vice chair	1 Jan 2001	Other	6279204
Integrated Asset Management Corp.	Shareholder	1 Jun 2003	75% - 100%	foreign
Errol Dennis Mccluskey	Chief risk officer	1 Mar 2011	Other	6279206
Philip Spencer Robson	President	1 Jun 2011	Other	6279203
John Frederick Robertson	Chairman	1 Jun 2011	Other	6595801
Theresa Anne Shutt	Chief investment officer	1 Oct 2014	Other	6431653

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
Integrated Asset Management Corp.	Shareholder	1 Jan 2003	Other	foreign

Based in Toronto

The principal office where Iam Private Debt Group 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/private-debt/.