{
  "crd_number": 291546,
  "slug": "cadogan-park-vancouver-b-c-291546",
  "primary_business_name": "CADOGAN PARK",
  "legal_name": "CADOGAN PARK ADVISORS INC.",
  "dbas": [],
  "city": "Vancouver, B.c.",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-08",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2025-10-31",
  "carried_forward": false,
  "raum_total": 47409347.0,
  "raum_discretionary": 47409347.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0,
      "description": "0",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 14706090.0,
      "count": 60
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 32703257.0,
      "count": 15
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291546",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "VANCOUVER, B.C.",
  "url": "https://advisorcensus.com/firm/cadogan-park-vancouver-b-c-291546",
  "display_name": "Cadogan Park",
  "summary": "Cadogan Park is an SEC-registered investment advisory firm in Vancouver, B.c., Canada, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 31, 2025.",
  "citation": "AdvisorCensus. Cadogan Park (CRD 291546): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Cadogan Park compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cadogan Park reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cadogan Park located?",
      "a": "Cadogan Park's principal office is in Vancouver, B.c., Canada, according to its Form ADV."
    },
    {
      "q": "Is Cadogan Park registered with the SEC or a state?",
      "a": "Cadogan Park is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291546."
    },
    {
      "q": "How much does Cadogan Park manage?",
      "a": "Cadogan Park reports $47,409,347 in regulatory assets under management in its Form ADV filing dated October 31, 2025 (100% discretionary)."
    },
    {
      "q": "How have Cadogan Park's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cadogan Park: Regulatory assets under management: $29,970,528 in the October 2021 data and $47,409,347 in the October 2026 data, up 58%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cadogan Park serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (15); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Cadogan Park report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291546"
    },
    {
      "q": "What changed in Cadogan Park's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $40,796,777 to $47,409,347 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 29970528.0,
      "total_employees": 2,
      "filing_date": "2020-10-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 38917000.0,
      "total_employees": 2,
      "filing_date": "2021-10-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 38589205.0,
      "total_employees": 2,
      "filing_date": "2022-10-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 36334985.0,
      "total_employees": 3,
      "filing_date": "2023-10-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 40796777.0,
      "total_employees": 3,
      "filing_date": "2024-10-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 47409347.0,
      "total_employees": 3,
      "filing_date": "2025-10-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $40,796,777 to $47,409,347 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cadogan-park-vancouver-b-c-291546.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 60,
      "fewer_than_5": false,
      "raum": 14706090.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 32703257.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291546",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}