Mulvihill Capital Management
Mulvihill Capital Management is an employee-owned, Toronto-based independent Canadian asset manager that uses option-based enhanced yield strategies (covered calls, cash-covered puts) to manage ETFs, split-share funds, mutual funds, and SMAs primarily for income-focused retail and high-net-worth investors.
- Company typePrivate
- Founded1995
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Mulvihill Capital Management does
Mulvihill Capital Management Inc. is an employee-owned, independent Canadian asset management firm founded in 1995 and headquartered at 25 King St. West, Toronto. The firm specializes in enhanced yield investment strategies, deploying option-based techniques — primarily covered call writing and cash-covered put strategies — to generate income above underlying equity dividends. It serves income-focused retail investors and Canadian bank sector investors, with a parallel high-net-worth channel offering Separately Managed Accounts (SMAs) for bespoke portfolio management. The firm employs 11–50 staff, and portfolio managers collectively bring over 250 years of combined investment experience.
The firm's product suite comprises six ETFs (CBNK, MBNK, SPFD, PFRD, ASHR, MPY), two TSX-listed split-share investment funds (Premium Income Corporation and Premium Global Income Split Fund), a mutual fund trust (MPY), and Separately Managed Accounts. All exchange-traded products are listed on the Toronto Stock Exchange, providing retail and institutional investors access through standard brokerage channels. Key products include the Mulvihill Canadian Bank Enhanced Yield ETF (CBNK, $130.48M AUM at YE 2025, using 25% leverage plus options writing) and the Premium Income Corporation ($229.4M AUM at April 2026), both concentrated on the six major Canadian banks.
Revenue is generated through management expense ratios and administrative fees on assets under management across the ETF, split-share, mutual fund, and SMA channels. The firm distributes primarily through TSX listings for retail-facing products and direct portfolio-manager relationships for SMAs. No revenue figures are publicly disclosed; operating scale is modest (11–50 employees), employee-owned, and without institutional backing. Marketing and distribution rely on the corporate website, monthly email newsletter, and the TSX marketplace footprint.
Mulvihill Capital Management firmographics
Firmographics- Name
- Mulvihill Capital Management
- Legal name
- Mulvihill Capital Management Inc.
- Website
- https://mulvihill.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mulvihill Capital Management is an employee-owned, Toronto-based independent Canadian asset manager that uses option-based enhanced yield strategies (covered calls, cash-covered puts) to manage ETFs, split-share funds, mutual funds, and SMAs primarily for income-focused retail and high-net-worth investors.
- Ownership category
- akta.pro rank
Where Mulvihill Capital Management is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Mulvihill Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Compliance
Revenue model
- Fund Management Fees: Mulvihill earns compensation for administrative oversight and management of investment funds including ETFs, split-share corporations, and mutual funds. The firm manages Premium Income Corporation, Premium Global Income Split Fund, Mulvihill Premium Yield Fund, and multiple ETFs.
- Investment Management Services: The firm exercises discretion over portfolio management of funds under administration, generating management fees based on assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Management and administrative fees disclosed in offering documents |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Mulvihill Capital Management product offering
Product offeringCore offering
Mulvihill Capital Management is an employee-owned Canadian asset manager that designs, launches, and manages investment funds — including six ETFs, two TSX-listed split-share funds, a mutual fund trust, and Separately Managed Accounts — using option-based enhanced yield strategies such as covered call writing and cash-covered put options to generate higher, tax-efficient income with lower volatility, primarily through exposure to Canadian bank equities.
Product overview
Mulvihill Capital Management is an employee-owned, independent Canadian asset manager with over 30 years of expertise in enhanced yield investing. The company offers a diversified portfolio of investment products including six ETFs (Mulvihill Canadian Bank Enhanced Yield ETF, Mulvihill Canadian Bank ETF, Mulvihill Enhanced Split Preferred Share ETF, Mulvihill Split Preferred Share ETF, Mulvihill Split Capital Share ETF, and Mulvihill Premium Yield Fund), two split share investment funds (Premium Global Income Split Fund and Premium Income Corporation), and Separately Managed Accounts. The firm's products employ option-based strategies including covered call writing and cash-covered put strategies to generate enhanced yield while managing risk. All funds trade on the Toronto Stock Exchange.
Differentiator
Problem solved
Functional benefit
Brands
- Mulvihill Canadian Bank ETF: ETF providing exposure to Canada's six major banks with monthly cash distributions, ticker MBNK
- Mulvihill Canadian Bank Enhanced Yield ETF
- Mulvihill Enhanced Split Preferred Share ETF
- Mulvihill Split Preferred Share ETF
- Mulvihill Split Capital Share ETF
- Mulvihill Premium Yield Fund
- Premium Income Corporation
- Premium Global Income Split Fund
Products and services
- Mulvihill Canadian Bank Enhanced Yield ETF (CBNK) An actively managed ETF providing enhanced yield exposure to major Canadian bank equities, employing 25% leverage and options writing strategies to boost income while managing risk, trading on the Toronto Stock Exchange.
- Mulvihill Canadian Bank ETF (MBNK) An ETF providing long-term capital appreciation through exposure to Canada's six major banks (Bank of Montreal, Bank of Nova Scotia, CIBC, National Bank of Canada, Royal Bank of Canada, and Toronto-Dominion Bank) with monthly cash distributions and option-based income strategies.
- Mulvihill Enhanced Split Preferred Share ETF (SPFD) An ETF that invests in Canadian split share corporation preferred shares, targeting a 10% yield, managed by Mulvihill Capital Management Inc. and trading on the Toronto Stock Exchange.
- Mulvihill Split Preferred Share ETF (PFRD) An ETF offering exposure to split preferred shares of Canadian corporations, trading on the Toronto Stock Exchange.
- Mulvihill Split Capital Share ETF (ASHR) An ETF providing exposure to split capital shares, trading on the Toronto Stock Exchange.
- Mulvihill Premium Yield Fund (MPY) A Canadian mutual fund trust that pursues high quarterly income and long-term capital appreciation by investing in securities from the S&P/TSX Composite Index and S&P 500 Index, employing enhanced yield and option-based strategies.
- Premium Global Income Split Fund (PGIC)
Quantifiable outcome
- Mulvihill Canadian Bank Enhanced Yield ETF grew net assets by $47.04 million to $130.48 million in 2025
- +3 more outcomes
Companies that use Mulvihill Capital Management
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Mulvihill Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Mulvihill Capital Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Premium Income CorporationcoreMulvihill Capital Management serves as the investment manager and portfolio manager for Premium Income Corporation, a TSX-listed split-share investment fund investing primarily in Canadian bank stocks.
- National Bank Financial Inc.coreNational Bank Financial Inc. led the syndicate of agents for Premium Income Corporation's overnight treasury offering of Preferred Shares at $16.36 per share, representing a key distribution partnership for the fund's capital raise.
Scale indicators8 records
Recent moves7 records
Expansion highlights5 records
Mulvihill Capital Management competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Mulvihill Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mulvihill Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Mulvihill Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mulvihill Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mulvihill Capital Management
What does Mulvihill Capital Management do?
Mulvihill Capital Management is an employee-owned Canadian asset manager that designs, launches, and manages investment funds — including six ETFs, two TSX-listed split-share funds, a mutual fund trust, and Separately Managed Accounts — using option-based enhanced yield strategies such as covered call writing and cash-covered put options to generate higher, tax-efficient income with lower volatility, primarily through exposure to Canadian bank equities.
Is Mulvihill Capital Management a public or private company?
Mulvihill Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Mulvihill Capital Management founded?
Mulvihill Capital Management was founded in 1995. It employs 11 to 50 people.
Where is Mulvihill Capital Management based?
Mulvihill Capital Management is headquartered in Toronto, Canada, in the North America region.
How does Mulvihill Capital Management make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are investment Management Services.
Does Mulvihill Capital Management have an API?
No public API is recorded for Mulvihill Capital Management.