Stacey Muirhead Captial Management

Open an Account

How to invest in the Stacey Muirhead Limited Partnership

Investing in Stacey Muirhead Limited Partnership is open to Canadian resident investors with a minimum initial investment of $150,000. The Limited Partnership is open for subscription on the first day of each month.

To open a Stacey Muirhead Limited Partnership account

Follow the steps noted below. If you have any questions or concerns, please feel free to contact us and we will be happy to walk you through the process. If you would like us to send you paper copies of the forms, please contact our office at any time. Accounts opened for non-individuals require additional documents to be completed. Please contact our office so we may assist you with the process.

  1. Download and read the Stacey Muirhead Limited Partnership Confidential Offering Memorandum.
  2. Download and complete the Unitholder Information form.
  3. Download and complete the Subscription Agreement.
  4. Write a cheque made payable to: Stacey Muirhead Limited Partnership
  5. Make a copy of each completed form for your records. Send the Unitholder Information form, Subscription Agreement and subscription cheque to:

    Stacey Muirhead Capital Management Ltd.
    20 Erb Street West, Suite 1200
    Waterloo, Ontario N2L 1T2

    The completed forms and subscription cheque must be received at the Stacey Muirhead Capital Management office by the end of the month prior to the subscription date. We will contact you to confirm receipt of the forms within 2 business days following their arrival at our office.

Subsequent subscriptions can be made on any subscription date:

  1. Download and complete the Subscription Agreement.
  2. Download and complete the Unitholder Information form.
  3. Write a cheque made payable to: Stacey Muirhead Limited Partnership.
  4. Make a copy of the forms for your records, and send the original copies and subscription cheque to:

    Stacey Muirhead Capital Management Ltd.
    20 Erb Street West, Suite 1200
    Waterloo, Ontario N2L 1T2

    The completed forms and subscription cheque must be received at the Stacey Muirhead Capital Management office by the end of the month prior to the subscription date. We will contact you to confirm receipt of the forms within 2 business days following their arrival at our office.

A complete list of Stacey Muirhead Limited Partnership documents and forms can be found here.


NOTE: Our documents, forms and results are in PDF (Portable Document Format). To view them you will need to have the latest version of the Adobe Reader plug-in installed on your computer. The Reader can be downloaded at no cost from Adobe's web site.

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