Cougar Global Investments is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 15, 2025, reports $1.5B in regulatory assets under management, 3 employees, and 8,630 accounts.
Top client segmentWRAP represent 100.0% of total clients.
Top client categories% of clientsClients
1
WRAP
100.0%
8,629
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of December 15, 2025
Discretionary0.0%
$113K
0% of total RAUM0.0%
Non-discretionary100.0%
$1.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts8,630
10Y AUM Change+$153M (+11.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee2877:1
10Y Employee Change-11 (-78.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.