Firm profile

NORTHLEAF CAPITAL ADVISORS LTD.

TORONTO, ONTARIOCRD 145014Latest ADV December 23, 2025

Northleaf Capital Advisors Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated December 23, 2025, reports $670M in regulatory assets under management, 156 employees, and 5 accounts.

Assets Under Management
$670M
Employees
156
Offices
--
Total Clients
5
Primary office
TORONTO, ONTARIO
40 KING STREET WEST, SUITE 5600, TORONTO, ONTARIO, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOKatherine M. Gurney
CFOJeffrey T. Lucassen

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 60.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
60.0%
3
2
SEPARATELY MANAGED ACCOUNTS
40.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$670Mas of December 23, 2025
Discretionary100.0%
$670M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$670M
Total Accounts5
10Y AUM Change+$520M (+344.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees156
Clients per Employee0:1
10Y Employee Change+104 (+200.0%)

* 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.