Black Creek Investment Management Inc. is a large advisory firm based in Toronto. It manages $8.8 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2012.
Black Creek Investment Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and sub-advisor to mutual funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Black Creek Investment Management Inc. is $8.8 billion. The firm's AUM has grown by 1120% since the beginning of its operation, and $7.43 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Black Creek Investment Management Inc. 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.
The firm provides services to charitable organizations, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Black Creek Investment Management is pooled investment vehicles with 8 clients and $1.38 billion of assets under management. Among the 7 most similar advisory firms, Black Creek Investment Management has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.14 billion for 22 clients. 58% of the firm’s clients are foreign persons or businesses.
Black Creek Investment Management also advises several private funds. Namely, one hedge fund.
The company employs 23 people that are either part- or full-time employees. 52 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Black Creek Investment Management Inc. performs its advisory services is located at 123 Front Street West, Toronto, M5 J 2 M2 The mailing address of the firm is 123 Front Street West, Suite 1200, Toronto, M5 J 2 M2. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 416-236-2424 or by fax 416-236-5117. The normal business hours are 7:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at bcim.ca.