CARDINAL POINT CAPITAL MANAGEMENT, ULC · Tank Allocator Loader

← Back to list

CARDINAL POINT CAPITAL MANAGEMENT, ULC

UUIDb0f908b8-a9d9-5996-8e80-a2f8a49cf804

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	140619	140619	—	1.0
lei	254900DXR78UI1IIWP98	254900DXR78UI1IIWP98	—	—
sec_file_number	801-66719	801-66719	—	—

Profile

Websitehttps://sportsmgt.cardinalpointwealth.com/

HQ CityTORONTO, ON

HQ StateNone

HQ CountryCanada

AUM (USD)—

AUM As OfNone

Aliases:

CARDINAL POINT WEALTH MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)2,246,856,073.0
RAUM (discretionary)2,226,244,376.0
Actionable assets2,045,562,074.0
Accounts4,840.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM2,045,562,074.0

As of 2025-06-23 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CD&R FERDINAND CO-INVESTOR, L.P.	PARTNER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CD&R FERDINAND HOLDINGS, L.P.	PARTNER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CLAYTON DUBILIER & RICE FUND XII, L.P.	PARTNER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CONNECTUS GROUP, LLC	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP PARENT, INC.	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP ULTIMATE HOLDINGS, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS CANADA HOLDINGS II, LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS CANADA WEALTH MANAGEMENT HOLDINGS ULC	SHAREHOLDER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS FINANCIAL PARTNERS INC.	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS FINANCIAL PARTNERS, LLC	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS OPERATING, LLC	MEMBER	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GMG PRIVATE COUNSEL ULC	SHAREHOLDER, NON-VOTING SHARES	OFFICER	—	{"filing_id": "2008704", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SHELDON, JEFFREY, SCOTT	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2008704", "owner_id": "5494190", "source": "adv_part1", "table": "Schedule_A_B"}
CARVALHO, MATTHEW, J	CHIEF INVESTMENT OFFICER	EMPLOYEE	—	{"filing_id": "2008704", "owner_id": "4669730", "source": "adv_part1", "table": "Schedule_A_B"}
TAYLOR, SALLY, ANN	CHIEF OPERATIONS OFFICER & CHIEF FINANCIAL OFFICER	EMPLOYEE	—	{"filing_id": "2008704", "owner_id": "4935024", "source": "adv_part1", "table": "Schedule_A_B"}
ZIENTY, DONALD, MATTHEW	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2008704", "owner_id": "4460455", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/16/2025 04:04:46 PM",
  "filing_id": "2008704",
  "reg_type": "IA"
}
```