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Alaris Equity Partners Income Trust
Suite 250, 333 24th Avenue S.W.
CALGARY, AB  T2S 3E6  Canada Ticker: AD.UNAD.UN
Business Summary
Alaris Equity Partners Income Trust (the Trust) is a Canada-based trust. The Trust’s operations consist of investments in private operating entities, typically in the form of preferred or common limited partnership interests, preferred or common interest in limited liability corporations in the United States, and loans receivable. The Trust’s Canadian investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc. and its American investments are made through two Delaware corporations, Alaris Equity Partners USA Inc., Salaris USA Royalty Inc., and their subsidiaries.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202512/31/2024Yes----

Industries
SIC Code Description
6799 Investors, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Independent Chairman of the Board of Trustee Peter F.Grosskopf 59 5/10/2023 5/10/2023
President, Chief Executive Officer, Trustee Steven W.King 55 7/31/2008 7/31/2008
Chief Financial Officer AmandaFrazer 11/1/2021 10/14/2013
12 additional Officers and Directors records available in full report.

Business Names
Business Name
5UK
84A
AD
AD.UN
Alaris Royalty Corp.

General Information
Number of Employees: 20 (As of 12/31/2024)
Outstanding Shares: 45,500,111 (As of 6/3/2025)
Stock Exchange: TSE


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Tuesday, June 10, 2025