AdvisorCensus / Financial advisors / Cordiant Capital Inc.
Cordiant Capital Inc. is an SEC-registered investment advisory firm in Montreal, Canada, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.
Quick answers
From the filingHow is Cordiant Capital Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Cordiant Capital Inc. reports these compensation arrangements: performance-based fees; other.
Where is Cordiant Capital Inc. located?
Cordiant Capital Inc.'s principal office is in Montreal, Canada, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Cordiant Capital Inc. registered with the SEC or a state?
Cordiant Capital Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 172313.
How much does Cordiant Capital Inc. manage?
Cordiant Capital Inc. reports $2,767,854,137 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).
How have Cordiant Capital Inc.'s assets and staff changed since 2021?
In the Form ADV data for Cordiant Capital Inc.: Regulatory assets under management: $827,937,205 in the October 2021 data and $2,767,854,137 in the October 2026 data, up 234%. Total employees: 19 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cordiant Capital Inc. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).
Does Cordiant Capital Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172313
Does Cordiant Capital Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 28, 2026 says: "Cordiant’s investment minimum is approximately $10 million within the Luxembourg based Cordiant Capital Funds, subject to a waiver of such minimum in Cordiant’s full discretion."
What changed in Cordiant Capital Inc.'s recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $61,870,463 to $2,767,854,137 (+4374%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Cordiant’s investment minimum is approximately $10 million within the Luxembourg based Cordiant Capital Funds, subject to a waiver of such minimum in Cordiant’s full discretion.
As stated in the firm's Form ADV Part 2A brochure dated May 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,767,854,137 as of October 2026, filing dated May 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 26. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the December 2025 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,767,854,137 | 26 | May 28, 2026 |
| October 2025 | $2,492,151,375 | 18 | March 27, 2025 |
| October 2024 | $2,277,019,239 | 17 | March 26, 2024 |
| October 2023 | $1,827,597,575 | 16 | March 21, 2023 |
| October 2022 | $1,597,110,775 | 15 | March 29, 2022 |
| October 2021 | $827,937,205 | 19 | July 15, 2021 |
Regulatory assets under management: $827,937,205 in the October 2021 data and $2,767,854,137 in the October 2026 data, up 234%.
Total employees: 19 in October 2021 and 26 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $61,870,463 to $2,767,854,137 (+4374%).
- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 1 to 9.
- Regulatory assets under management went from $2,492,151,375 to $61,870,463 (-98%).
- No longer lists an office in Greenwich, CT.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(5)).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cordiant Capital Inc. (CRD 172313): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cordiant-capital-inc-montreal-172313