Onex Partners Manager LP (Toronto)

Name: Onex Partners Manager LP
Address: 161 Bay Street, Toronto, M5 J 2 S1
Telephone: 416-362-7711

Onex Partners Manager LP is a large advisory firm based in Toronto. It manages $18.01 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2012.

Onex Partners Manager provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Onex Partners Manager: assets under management

The assets under management (AUM) of Onex Partners Manager LP is $18.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $13.53 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $18.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $720.56 million each.

Onex Partners Manager has custody of $10.04 billion in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Onex Partners Manager LP 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.

What kind of clients Onex Partners Manager serves?

The only and largest group of clients of Onex Partners Manager is pooled investment vehicles with 25 clients and $18.01 billion of assets under management. Among the 7 most similar advisory firms, Onex Partners Manager has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $18.01 billion for 25 clients. 44% of the firm’s clients are foreign persons or businesses.

Onex Partners Manager also advises several private funds. Namely, twenty five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $20,000,000.

Careers at Onex Partners Manager LP

The company employs 144 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Wilfred Schwartz	Chairman, president and chief executive officer (onex corporation)	1 May 1992	Other	416275
Onex Partners Manager Gp Ulc	General partner of onex partners manager lp	1 Mar 2003	Other	foreign entity
Omi Management U.S. Limited Partnership	Limited partner of onex partners manager lp	1 Mar 2003	75% - 100%	311678794
Onex Partners Manager Gp Ulc	General partner of onex partners manager lp	1 Nov 2003	Other	foreign entity
Omi Management U.S. Limited Partnership	Limited partner of onex partners manager lp	1 Nov 2003	75% - 100%	311678794
Onex Partners Advisor Gp Inc.	General partner of onex partners advisor lp	1 Nov 2003	Other	foreign entity
Onex Corporation	Limited partner of onex partners advisor lp	1 Nov 2003	75% - 100%	foreign entity
Donald William Lewtas	Chief financial officer (onex corporation)	1 Jan 2008	Other	6029631
Robert Michael Le Blanc	Director (onex partners manager gp ulc)	1 Feb 2008	Other	6029634
Joshua Samuel Hausman	Director (onex partners manager gp ulc)	1 Jul 2010	Other	6029636
Andrea Elizabeth Daly	General counsel and chief compliance officer (onex partners manager gp ulc); general counsel (onex corporation)	1 Dec 2011	Other	6029632
Onex Partners Uk Limited	Member of onex partners advisor uk llp	1 Dec 2012	75% - 100%	foreign entity
Christopher A Govan	Chief financial officer (onex corporation)	1 Mar 2015	Other	5453981
Yonah Elimelech Feder	Chief compliance officer	1 Jul 2018	Other	5166275
Matthew David Ross	Director (onex partners manager gp ulc)	1 Mar 2019	Other	7091423

Indirect Owners

The SEC currently registers 30 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Onex Corporation	Shareholder	1 Oct 1993	75% - 100%	foreign entity
Omi Partnership Holdings Ltd.	Shareholder	1 Oct 1999	75% - 100%	foreign entity
1381280 Ontario Inc.	General partner	1 Nov 1999	Other	foreign entity
Omi Partnership Holdings Ltd.	Limited partner	1 Nov 1999	75% - 100%	foreign entity
Omil Holdings Limited	Shareholder	1 Feb 2003	50% - 75%	foreign entity
Onex Corporation	Shareholder	1 Nov 2003	75% - 100%	foreign entity
Gerald Wilfred Schwartz	Shareholder	1 Dec 2003	75% - 100%	416275
Omi Partnership Holdings Ltd.	Limited partner	1 Nov 2006	75% - 100%	foreign entity
American Farm Investment Corporation	Shareholder	1 Jan 2007	25% - 50%	foreign entity
1597257 Ontario Inc.	Shareholder	1 Jan 2007	75% - 100%	foreign entity
1381280 Ontario Inc.	General partner	1 Sep 2007	Other	foreign entity
Omi Management U.S. Limited Partnership	Shareholder	1 Jan 2008	75% - 100%	311678794
Onex Partners Manager Gp Llc	Shareholder	1 Feb 2008	75% - 100%	261855056
Oncan Canadian Holdings Ltd.	Shareholder	1 Mar 2009	75% - 100%	foreign entity
Gerald Wilfred Schwartz	Shareholder	1 Mar 2009	75% - 100%	416275
Onex Corporation	Shareholder	1 Jul 2012	75% - 100%	foreign entity
1597257 Ontario Inc.	Shareholder	1 Nov 2012	75% - 100%	foreign entity
Gerald Wilfred Schwartz	Shareholder	1 Nov 2012	75% - 100%	416275
Afic Capital Ltd.	Shareholder	1 Nov 2012	75% - 100%	foreign entity
New Pco Investments Ltd.	Shareholder	1 Nov 2012	75% - 100%	foreign entity
Afic Sister Inc.	Shareholder	1 Nov 2012	75% - 100%	foreign entity
Oncan Canadian Holdings Ltd.	Shareholder	1 Jan 2013	25% - 50%	foreign entity
Gerald Wilfred Schwartz	Shareholder	1 Mar 2013	75% - 100%	416275
New Oncan Canadian Holdings Ltd.	Shareholder	1 Mar 2013	75% - 100%	foreign entity
1597257 Ontario Inc.	Shareholder	1 Dec 2013	75% - 100%	foreign entity
Afic Sister Inc.	Shareholder	1 Mar 2015	75% - 100%	foreign entity
Oncan Canadian Holdings Ltd.	Shareholder	1 Mar 2016	75% - 100%	foreign entity
Afic Capital Ltd.	Shareholder	1 Apr 2016	50% - 75%	foreign entity
1597257 Ontario Inc.	Shareholder	1 Dec 2016	75% - 100%	foreign entity
New Pco Ii Investments Ltd.	Shareholder	1 Mar 2017	75% - 100%	foreign entity

Based in Toronto

The principal office where Onex Partners Manager LP performs its advisory services is located at 161 Bay Street, Toronto, M5 J 2 S1, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 416-362-7711. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at onex.com and its LinkedIn profile.