# Cadogan Park

> 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.

- CRD: 291546
- Filed as: CADOGAN PARK
- Legal name: Cadogan Park Advisors Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, B.c., Canada
- Filing period: October 2026
- Form ADV filing dated: October 31, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291546
- AdvisorCensus page: https://advisorcensus.com/firm/cadogan-park-vancouver-b-c-291546

## Quick answers

**How is Cadogan Park compensated?**
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.

**Where is Cadogan Park located?**
Cadogan Park's principal office is in Vancouver, B.c., Canada, according to its Form ADV.

**Is Cadogan Park registered with the SEC or a state?**
Cadogan Park is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291546.

**How much does Cadogan Park manage?**
Cadogan Park reports $47,409,347 in regulatory assets under management in its Form ADV filing dated October 31, 2025 (100% discretionary).

**How have Cadogan Park's assets and staff changed since 2021?**
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.

**What types of clients does Cadogan Park serve?**
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).

**Does Cadogan Park report any disciplinary disclosures?**
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

**What changed in Cadogan Park's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $40,796,777 to $47,409,347 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $47,409,347
- Discretionary: $47,409,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $14,706,090 |
| High net worth individuals | 15 | $32,703,257 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291546

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $29,970,528 | 2 | October 29, 2020 |
| October 2022 | $38,917,000 | 2 | October 29, 2021 |
| October 2023 | $38,589,205 | 2 | October 28, 2022 |
| October 2024 | $36,334,985 | 3 | October 31, 2023 |
| October 2025 | $40,796,777 | 3 | October 22, 2024 |
| October 2026 | $47,409,347 | 3 | October 31, 2025 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $40,796,777 to $47,409,347 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadogan Park (CRD 291546): Form ADV filing data as of October 2026.