Company Alaris Equity Partners Income Trust

Equities

AD.UN

CAC010971017

Investment Management & Fund Operators

Market Closed - Toronto S.E. 21:00:00 26/04/2024 BST 5-day change 1st Jan Change
15.65 CAD +1.03% Intraday chart for Alaris Equity Partners Income Trust +1.23% -3.93%

Business Summary

Alaris Equity Partners Income Trust (the Trust) is a Canada-based trust. The Trust’s operations consist of investments in private operating entities, typically in the form of preferred or common limited partnership interests, preferred or common interest in limited liability corporations in the United States, and loans receivable. The Trust’s Canadian investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc. and its American investments are made through two Delaware corporations, Alaris Equity Partners USA Inc., Salaris USA Royalty Inc., and their subsidiaries.

Number of employees: 20

Managers

Managers TitleAgeSince
Chief Executive Officer 54 30/07/08
Director of Finance/CFO - 29/11/21
Chief Investment Officer - 08/03/21
Investor Relations Contact - 31/12/05
Comptroller/Controller/Auditor - 31/12/21
Corporate Officer/Principal - 11/10/21
Comptroller/Controller/Auditor - 30/04/16
General Counsel - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 79 30/06/14
Chairman 59 09/05/23
Director/Board Member 66 30/07/08
Chief Executive Officer 54 30/07/08
Director/Board Member 49 12/10/21
Director/Board Member - 22/07/20

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 45,498,191 44,483,000 ( 97.77 %) 0 97.77 %

Shareholders

NameEquities%Valuation
864,533 1.901 % 11 M $
NCM Asset Management Ltd.
0.8809 %
400,620 0.8809 % 5 M $
Stanton Asset Management, Inc.
0.5620 %
255,600 0.5620 % 3 M $
Scotia Managed Companies Administration, Inc.
0.3424 %
155,702 0.3424 % 2 M $
John Ripley
0.3313 %
150,659 0.3313 % 2 M $
Matco Financial, Inc.
0.2162 %
98,340 0.2162 % 1 M $
Manulife Investment Management Ltd.
0.2037 %
92,651 0.2037 % 1 M $
I. G. Investment Management Ltd.
0.1790 %
81,387 0.1790 % 1 M $
Palos Management, Inc.
0.1706 %
77,600 0.1706 % 967 640 $
69,337 0.1525 % 864 604 $

Company contact information

Alaris Equity Partners Income Trust

333-24th Avenue SW Suite 250

T2S 3E6, Calgary

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http://www.alarisequitypartners.com
address Alaris Equity Partners Income Trust(AD.UN)
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