T. Rowe Price (Canada) Inc.
- Regulatory AUM
- $6.6B
- Discretionary
- $6.6B
- Clients
- 27
- Avg AUM / client
- $243M
- Accounts
- 32
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $5.6B | 85.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $977M | 14.9% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.02% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Ati Usw Veba Trust EIN 271404121 | Pittsburgh, PA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lorain County Community Action Agency 403(b) Thrif Lorain County Community Action Agency | Lorain, OH | 2024 |
| Bristol Aging & Wellness, Inc. Retirement Plan Bristol Aging & Wellness, Inc. | 2024 | |
| Electrical Design & Motor Control, Inc. 401(k) Plan Electrical Design & Motor Control, Inc. | 2024 | |
| Nextera Energy, Inc. Employee Retirement Savings Plan Nextera Energy, Inc. | 2024 | |
| Keycorp 401 K Savings Plan Keycorp | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oestreicher, David, Nmn | Chief Legal Officer | Mar 2008 (18y) | Less than 5% | |
| Belski, Matthew, Elisha | Director | Jan 2017 (10y) | Less than 5% | |
| Newman, Christopher, Cuddy | Director/President | Jun 2020 (6y) | Less than 5% | |
| Nolan, Ryan, Paul | Director | Oct 2022 (4y) | Less than 5% | |
| Hatfield, Megan, Mason | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Bloom, Lauren, Elaine | Director | Sep 2023 (3y) | Less than 5% | |
| Greenstein, Leah, B | Director | Sep 2023 (3y) | Less than 5% | |
| Ohara, Jennifer, Anne | Director | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | Direct Owner | Nov 1988 | A | 75% or more |
| T. Rowe Price Group, Inc. | Indirect Owner | Dec 2000 | B | ≈ 56.25% – 100% via T. Rowe Price Associates, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- T. Rowe Price Group, Inc.: 75% – 100% of T. Rowe Price Associates, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lorain County Community Action Agency 403(b) Thrif | Lorain County Community Action Agency | 301 | $4.0M | 08/01/2024 |
| Bristol Aging & Wellness, Inc. Retirement Plan | Bristol Aging & Wellness, Inc. | 133 | $6.8M | 07/01/2024 |
| Electrical Design & Motor Control, Inc. 401(k) Plan | Electrical Design & Motor Control, Inc. | 84 | $12.7M | 01/01/2024 |
| Nextera Energy, Inc. Employee Retirement Savings Plan | Nextera Energy, Inc. | 16,733 | $5.5B | 01/01/2024 |
| Keycorp 401 K Savings Plan | Keycorp | 17,385 | $4.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Ati Usw Veba Trust | Public charity | $113M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 4.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $977M (15% of AUM) Jul 2026
- Cibc Mellon Global Securities Services $431M (20% of AUM) Jan 2018
- The Royal Trust Company $279M (13% of AUM) Jan 2018
- RBC $148M (3% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗