Ninepoint Partners LP (Toronto, Ontario)


Ninepoint Partners LP is a large advisory firm based in Toronto, Ontario. It manages $1.76 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2018.

Ninepoint Partners 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.

Ninepoint Partners: assets under management

The assets under management (AUM) of Ninepoint Partners LP is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and $1.76 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.76 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ninepoint Partners 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 Ninepoint Partners serves?

The only and largest group of clients of Ninepoint Partners is pooled investment vehicles with 33 clients and $1.76 billion of assets under management. Among the 13 most similar advisory firms, Ninepoint Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.76 billion for 33 clients. 97% of the firm’s clients are foreign persons or businesses.

Ninepoint Partners doesn't advise any private funds.

Careers at Ninepoint Partners LP

The company employs 60 people that are either part- or full-time employees. 15 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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
James Robert Fox Managing partner 1 Apr 2017 Other 5084558
Kirstin Heath Mctaggart Partner, chief compliance officer 1 Apr 2017 Other 5998638
John Noble George Wilson Managing partner 1 Apr 2017 Other 4440637
Ninepoint Financial Group Inc. Limited partner 1 Apr 2017 75% - 100% foreign
Ninepoint Partners Gp Inc. General partner 1 Apr 2017 Other foreign

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
2577002 Ontario Inc. Shareholder 1 Apr 2017 50% - 75% foreign
2577640 Ontario Inc. Shareholder 1 Apr 2017 50% - 75% foreign

Based in Toronto, Ontario

The principal office where Ninepoint Partners LP performs its advisory services is located at Royal Bank Plaza, South Tower,, Toronto, Ontario, M5 J 2 J1, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 416-362-7172 or by fax 416-628-2397. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at ninepoint.com.