Robert Sewell Overview
- Company
- Lorne Park Capit...
- Primary Position
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Founder, Preside...
- Primary Industry
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Finance
- Active Board Seats
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1
- Med. Deal Size
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- Med. Valuation
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Robert Sewell General Information
Biography
Mr. Robert Sewell is the Founder and serves as President, Chief Executive Officer and Board Member at Lorne Park Capital Partners. He has over 30 years of investment experience. His accomplishments include the development and management of a wide range of Wealth Management businesses including the Royal Bank's financial planning group, a private fund family, an offshore investment program, a Barbados chartered bank that provided family office services,and a client base with responsibility for global equities and fixed income management. In each case, he has focused on serving the needs of affluent families in Canada and internationally. He led TD Waterhouse Private Investment Counsel (PIC), TD Bank's discretionary investment management division. Under his leadership, PIC grew from $8 billion to $15 billion in assets under management. He left TD and established Bellwether Asset Management, the parent company of Bellwether Investment Management Inc., in 2009.
Contact Information
Address
- 1295 Cornwall Road
- Unit A3
- Oakville, Ontario L6J 7T5
- Canada
Robert Sewell Positions (2)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
Bellwether Investment Management | Limited Partner | Founder, President & Chief Executive Officer | Oakville, Canada | Wealth Management Firm | |
Lorne Park Capital Partners | Company | Founder, President, Chief Executive Officer & Board Member | Oakville, Canada | Other Capital Markets/Institutions |
Robert Sewell Board Seats (1)
Company | Industry | Ownership Status | Financing Status | Location | Since |
---|---|---|---|---|---|
Lorne Park Capital Partners | Other Capital Markets/Institutions | Publicly Held | Corporation | Oakville, Canada |
Robert Sewell Lead Partner on Deals (4)
Robert Sewell has been the lead partner on 4 deals. Their latest deal was with Fulcrum Equity Management, a asset management company. The deal was made for on 18-Dec-2023.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
Fulcrum Equity Management | 18-Dec-2023 | Merger/Acquisition | Completed | Asset Management | Plano, TX | |
Adaptive Asset Management | 20-Aug-2018 | Completed | Asset Management | Toronto, Canada | ||
Crestridge Asset Management | 02-Oct-2017 | Merger/Acquisition | Completed | Asset Management | Toronto, Canada | |
Index Wealth Management | 15-Apr-2016 | Merger/Acquisition | Completed | Consulting Services (B2B) | Winnipeg, Canada |
Robert Sewell Network (11)
Board Members (4)
Name | Company | Representing | Location | From |
---|---|---|---|---|
Michael Clemons | Lorne Park Capital Partners | Lorne Park Capital Partners | Oakville, Canada | |
Steve Meehan | Lorne Park Capital Partners | Self | Oakville, Canada | |
Lorne Park Capital Partners | Self | Oakville, Canada | ||
Lorne Park Capital Partners | Self | Oakville, Canada |
Portfolio Executives (7)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
Craig Love | Fulcrum Equity Management | Founder & President | 18-Dec-2023 | Plano, TX |
Robert Jackson | Adaptive Asset Management | Founder and President | 20-Aug-2018 | Toronto, Canada |
Crestridge Asset Management | President & Chief Investment Officer | 02-Oct-2017 | Toronto, Canada |
Robert Sewell FAQs
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Who is Robert Sewell?
Mr. Robert Sewell is the Founder and serves as President, Chief Executive Officer and Board Member at Lorne Park Capital Partners.
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How much does Robert Sewell typically invest?
Robert Sewell's median deal size is
. -
What is Robert Sewell’s main position?
Robert Sewell’s primary position is Founder, President, Chief Executive Officer & Board Member.
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What are the contact details for Robert Sewell?
Robert Sewell’s email address is bo
and his phone number is +1 (905) . -
How many active board seats does Robert Sewell hold?
Robert Sewell holds a board seat in Lorne Park Capital Partners.
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