{
  "crd_number": 326743,
  "slug": "espresso-capital-advisors-inc-toronto-on-326743",
  "primary_business_name": "ESPRESSO CAPITAL ADVISORS INC.",
  "legal_name": "ESPRESSO CAPITAL ADVISORS INC.",
  "dbas": [],
  "city": "Toronto, On",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-22",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 41,
  "advisory_employees": 28,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://espressocapital.com/invest",
    "https://linkedin.com/company/espresso-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326743",
  "city_as_filed": "TORONTO, ON",
  "url": "https://advisorcensus.com/firm/espresso-capital-advisors-inc-toronto-on-326743",
  "display_name": "Espresso Capital Advisors Inc.",
  "summary": "Espresso Capital Advisors Inc. is an SEC-registered investment advisory firm in Toronto, On, Canada, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Espresso Capital Advisors Inc. (CRD 326743): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Espresso Capital Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Espresso Capital Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Espresso Capital Advisors Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Espresso Capital Advisors Inc. located?",
      "a": "Espresso Capital Advisors Inc.'s principal office is in Toronto, On, Canada, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Espresso Capital Advisors Inc. registered with the SEC or a state?",
      "a": "Espresso Capital Advisors Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326743."
    },
    {
      "q": "How have Espresso Capital Advisors Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Espresso Capital Advisors Inc.: Total employees: 34 in October 2023 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Espresso Capital Advisors Inc. report any disciplinary disclosures?",
      "a": "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/326743"
    },
    {
      "q": "What changed in Espresso Capital Advisors Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 24 to 28."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 34,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 46,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 41,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 41,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 24 to 28."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "In most cases, the General Partner or its affiliate (including ECA) is entitled to receive from each Investment Fund, an annual management fee (the “Management Fee”), which ranges from 1.0% - 2.0% of the net asset value of the relevant class of interest in the Investment Fund"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In most cases, the General Partner or its affiliate (including ECA) is entitled to receive from each Investment Fund, an annual management fee (the “Management Fee”), which ranges from 1.0% - 2.0% of the net asset value of the relevant class of interest in the Investment Fund"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/espresso-capital-advisors-inc-toronto-on-326743.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/326743",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}