Gluskin Sheff & Assoc Inc.
Gluskin Sheff + Associates Inc is a Toronto-based investment and wealth management company founded in 1984. The firm primarily serves high net worth clients, including entrepreneurs, professionals, family trusts, private foundations, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, institutions, insurance companies, and estates. As of its last operations, the company was an independent investment manager with a focus on private clients and institutional investors. It was acquired by Onex Corp. and, as of 2023, is being shut down; historically, it has been a well-known name in Canadian financial services with an employee count previously exceeding 100.
Investment Strategy
Gluskin Sheff + Associates delivers discretionary investment management services with a variety of portfolio models separated from client asset mix advice. Their strategies include long-only equity (Canadian, U.S., and global), credit alternative, and fixed income, using diverse investment methodologies and approaches. They offer models focused on equities and equity-related securities and also provide access to non-equity-correlated fixed income and credit alternatives, aiming for balanced risk and returns for high net worth and institutional clients.
Latest 13F Filing Activity
Gluskin Sheff & Assoc Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $820M. The fund increased holdings in Ishares TR, Microsoft Corp., Nvidia Corporation among other positions. Gluskin Sheff & Assoc Inc. reduced exposure to Unitedhealth Group Inc., KBR Inc., Toronto Dominion BK Ont among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AON | AON PLC | 6.85% | $56.1M | 157,386 | $289.49 | $356.76 | +$2.7M |
A APO | APOLLO GLOBAL MGMT INC | 5.76% | $47.3M | 333,096 | $71.09 | $141.87 | +$5.7M |
M MSFT | MICROSOFT CORP | 4.73% | $38.8M | 78,014 | $146.96 | $497.41 | +$10.7M |
U UBER | UBER TECHNOLOGIES INC | 3.91% | $32.1M | 343,988 | $48.32 | $93.30 | +$5.3M |
N NVDA | NVIDIA CORPORATION | 3.60% | $29.5M | 186,655 | $26.65 | $157.99 | +$10.2M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
B Brian Rossi | Principal | New York, NY , United States | |
J Jack Conroy | Private Equity Associate | New York, NY , United States | |
 | Private Equity Senior Associate | New Albany, OH , United States | |
 | Private Equity (Principal) | New York, NY , United States | |
M Michael Gelblat | Chief Executive Officer and Chief Investment Officer | New York, NY , United States | |
M Mohammed A | Senior Associate | New York, NY , United States | |
 | Trader | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Private Equity Associate | New York, NY , United States |