Waratah Capital Advisors

Toronto, Canada Founded: 2010 • Age: 16 yrs
Waratah Capital Advisors is recognized as a Toronto-based asset manager specializing in alternative investment strategies.
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About Waratah Capital Advisors

Waratah Capital Advisors is a company based in Toronto (Canada) founded in 2010. It operates as a Professional Services. Waratah Capital Advisors offers products and services including Waratah Core Fund, Waratah Alternative Equity Income Fund, Lithium Royalty Corp., and Niche Private Real Estate. Waratah Capital Advisors operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.

  • Headquarter Toronto, Canada
  • Sectors
    Financial Services
  • Email
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  • Phone
    *********
  • Website
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Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Waratah Capital Advisors

Waratah Capital Advisors offers a comprehensive portfolio of products and services, including Waratah Core Fund, Waratah Alternative Equity Income Fund, Lithium Royalty Corp., and Niche Private Real Estate. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

A core fund focused on long/short equity strategies.

An income-focused fund with alternative equity strategies.

Investment in electrification of transportation sector.

Specialized real estate private equity investment opportunity.

Funding Insights of Waratah Capital Advisors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Waratah Capital Advisors

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Waratah Capital Advisors

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Waratah Capital Advisors Comparisons

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Competitors of Waratah Capital Advisors

Waratah Capital Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, S&P Global, Bank of America, FIS and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Comprehensive banking and financial services are provided globally.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Waratah Capital Advisors

Frequently Asked Questions about Waratah Capital Advisors

When was Waratah Capital Advisors founded?

Waratah Capital Advisors was founded in 2010.

Where is Waratah Capital Advisors located?

Waratah Capital Advisors is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

What does Waratah Capital Advisors do?

Waratah Capital Advisors, based in Toronto, Canada, is established as an alternative asset manager managing over 4 billion in assets. The firm is focused on a range of strategies including equity market neutral, longshort equity, income equity, credit, and thematic private equity. Investments are sourced from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. A disciplined risk management program is integrated with intensive research-driven stock selection. Environmental, Social, and Governance (ESG) factors are incorporated into investment processes, particularly in funds like the Waratah Core Fund and initiatives such as Lithium Royalty Corp., which targets electrification of transportation. Niche private real estate opportunities are also pursued as part of the firms diversified portfolio.

Who are the top competitors of Waratah Capital Advisors?

Waratah Capital Advisors's top competitors include Investec, S&P Global and Bank of America.

What products or services does Waratah Capital Advisors offer?

Waratah Capital Advisors offers Waratah Core Fund, Waratah Alternative Equity Income Fund, Lithium Royalty Corp., and Niche Private Real Estate.

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