Chou America Management Inc. (Toronto)

Name: Chou America Management Inc.
Address: 110 Sheppard Avenue, Suite 301, Box 18, Toronto, M2 N 6 Y8
Telephone: 416-214-0675

Chou America Management Inc. is a mid-sized advisory firm based in Toronto. It manages $47.92 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Delaware.

Chou America Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as canadian mutual fund co & ontario ltd mkt dealer.

Chou America Management: assets under management

The assets under management (AUM) of Chou America Management Inc. is $47.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3076% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chou America Management Inc. 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.

What kind of clients Francis Chou serves?

The only and largest group of clients of Francis Chou is investment companies with 2 clients and $47.92 million of assets under management. Among the 1 most similar advisory firms, Chou America Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $47.92 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Chou America Management doesn't advise any private funds.

Careers at Chou America Management Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Francis Chou has been acting as President since 1 Sep 2009. Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Francis Chou	President	1 Sep 2009	75% - 100%	5730323
Gery Joseph Sadzewicz	Chief compliance officer	1 Oct 2009	Other	1090963

Based in Toronto

The principal office where Chou America Management Inc. performs its advisory services is located at 110 Sheppard Avenue, Suite 301, Box 18, Toronto, M2 N 6 Y8, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-214-0675 or by fax 416-214-1733. The normal business hours are 9:00 am - 5 pm on Monday - Friday. You can find more information about the New York firm at chouamerica.com.