GLUSKIN SHEFF + ASSOCIATES (US) INC.

GLUSKIN SHEFF + ASSOCIATES (US) INC. of ENGLEWOOD CLIFFS, NJ is an SEC-registered investment adviser (CRD 284818). Regulatory assets under management: $343.6M.

Registration

CRD: 284818
SEC file number: 801-108267
Type: Registered investment adviser
Location: 930 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
Phone: 416-304-3976
Latest filing: 2020-03-30
Regulatory AUM: $343.6M
Discretionary AUM: $343.6M
Clients: 1
Accounts: 8

Officers, owners & control persons (7)

Name	Role	Location
MORRIS DAVID ROY	TREASURER AND VICE PRESIDENT	—
MOODY JEFFREY WILBURN	PRESIDENT AND DIRECTOR	—
SCHWARTZ GERALD WILFRED	SHAREHOLDER	—
AUBIN AMY JEAN	CHIEF COMPLIANCE OFFICER	—
MacMillan Thomas Carey	PRESIDENT	—
Quinn Lindsay	ASSISTANT SECRETARY	—
LEWIS THOMAS SKELLY	MANAGING DIRECTOR	—

Private funds (1)

Fund	Type	Formed	Owners	Gross asset value	Min investment
BLAIR FRANKLIN GLOBAL CREDIT FUND	Hedge Fund	—	755	$1.1B	$193K

Fund service providers (1)

administrator: SS&C GLOBEOP

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