T. ROWE PRICE (CANADA) INC.

C27
CRD 107290·SEC 801-39638·BALTIMORE, MD
AUM
$6.55B
$1B+
Est. Revenue
$65.5M
@ 1% on AUM
Est. EBITDA
$19.7M
@ 30% margin
Est. Deal Value
$157.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
T. ROWE PRICE (CANADA) INC.
CRD
107290
SEC file #
801-39638
EIN
DBA names
T. Rowe Price (canada), Inc.

Economics

AUM
$6.55B
AUM band
$1B+
AUM trajectory
'20'26
$3.39B → $6.55B▲ +93%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
1 advisors → 9 advisors▲ +800%
Primary office
BALTIMORE MD
Branches

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
T. ROWE PRICE ASSOCIATES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
T. ROWE PRICE ASSOCIATES, INC.
BELSKI, MATTHEW, ELISHA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TROWEPRICE.COM
Rdap Domain Creation Date
1995-07-06T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Bny Mellon4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-05T04:00:00Z
Rdap Domain Last Changed
2025-06-03T09:48:09Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Trust Company Affiliate
Yes