{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/AD.DB.A",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Alaris Equity Partners Income Trust (TSX: AD.DB.A) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Alaris Equity Partners Income Trust, listed on the TSX under ticker AD.DB.A, with ISIN CAC010971017. The LEI is not on the record, as the ISIN is not in the GLEIF ISIN-to-LEI mapping file. Its security type is Income Trust, its sector is Financial Services, and its jurisdiction is Canada (federal, CBCA). The segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 12 filings on 11 filing days in the window 2025-11-06 to 2026-11-06, comprising 2 financial statements and 10 newswire releases. The median gap between filing days is 11.5 days. The latest filing is dated 2026-11-03, 3 days before the record date of 2026-11-06, and is a financial statement. The TSX median cadence gap is 16 days, with a median of 0.0 filings and a median latency of 3.0 days. The Financial Services sector median cadence gap is 21.5 days, with a median of 10.5 filings and a median latency of 8.5 days.\n\n## Auditor\n\nThe auditor of record is KPMG LLP. The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move events. The issuer is listed, not halted.\n\n## Orderability\n\nUnder rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, the outcome for paragraph (o) of the definition is signal ACM-200 and is determinable. The outcome for paragraph (q) of the definition is signal ACM-200 and is determinable. The chapter is as of 2026-11-04.\n\n## Coverage\n\nTwo research houses are named on the issuer's investor-relations page: CIBC World Markets and Cormark Securities Inc.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed, and no issuer years are sealed. The market has no sealed earliest date, and the live record began on 2026-09-10. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://www.marketscreener.com/news/alaris-equity-partners-income-trust-declares-q4-distribution-ce7d50dddf80ff27 (identity.isin)\n- https://www.alarisequitypartners.com/upload/media_element/attachments/377/Information%20Circular-Trust%20Conversion(reduced)_compressed.pdf (identity.jurisdiction)\n- https://www.tsx.com/en/resource/571 (identity.sector)\n- https://mcp.ca-cm-kg.ai/events/TSX/AD.DB.A (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.alarisequitypartners.com/investors (coverage)\n- https://mcp.ca-cm-kg.ai/record/TSX/AD.DB.A (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "read_by": "Tavily regex",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.alarisequitypartners.com/upload/media_element/attachments/377/Information%20Circular-Trust%20Conversion(reduced)_compressed.pdf",
    "state": "sourced",
    "value": "KPMG LLP"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/AD.DB.A",
  "coverage": {
   "count": 2,
   "houses": [
    {
     "house": "CIBC World Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.alarisequitypartners.com/investors",
     "state": "sourced"
    },
    {
     "house": "Cormark Securities Inc.",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.alarisequitypartners.com/investors",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.alarisequitypartners.com/investors",
     "result": "read: 2 of 7 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "issuers": 98,
     "median_cadence_gap_days": 21.5,
     "median_filings": 10.5,
     "median_latency_days": 8.5,
     "name": "Financial Services"
    }
   },
   "by_type": {
    "financial_statement": 2,
    "newswire_release": 10
   },
   "cadence_median_gap_days": 11.5,
   "filing_days": 11,
   "filings": 12,
   "latency_days": 3,
   "latest": [
    {
     "category": null,
     "date": "2026-11-03",
     "source": "https://www.globenewswire.com/news-release/2026/11/03/3394846/0/en/alaris-releases-2026-third-quarter-financial-results.html",
     "title": "Alaris Releases 2026 Third Quarter Financial Results",
     "type": "financial_statement"
    },
    {
     "category": null,
     "date": "2026-10-06",
     "source": "https://www.globenewswire.com/news-release/2026/10/06/3376113/0/en/alaris-equity-partners-announces-timing-of-2026-q3-financial-results-conference-call-and-webcast.html",
     "title": "Alaris Equity Partners Announces Timing of 2026 Q3 Financial Results, Conference Call and Webcast",
     "type": "financial_statement"
    },
    {
     "category": null,
     "date": "2026-10-06",
     "source": "https://www.globenewswire.com/news-release/2026/10/06/3376113/0/en/alaris-equity-partners-announces-timing-of-2026-q3-financial-results-conference-call-and-webcast.html",
     "title": "Alaris Equity Partners Announces Timing of 2026 Q3",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-09-28",
     "source": "https://www.globenewswire.com/news-release/2026/09/28/3369853/0/en/alaris-equity-partners-announces-closing-of-115-million-bought-deal-offering.html",
     "title": "Alaris Equity Partners Announces Closing of $115 Million",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-09-23",
     "source": "https://www.globenewswire.com/news-release/2026/09/23/3367893/0/en/alaris-equity-partners-announces-filing-of-final-prospectus.html",
     "title": "Alaris Equity Partners Announces Filing of Final",
     "type": "newswire_release"
    }
   ],
   "latest_filing_date": "2026-11-03",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/AD.DB.A",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "read_by": "Tavily search + regex extraction from page text",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.marketscreener.com/news/alaris-equity-partners-income-trust-declares-q4-distribution-ce7d50dddf80ff27",
    "state": "confirmed",
    "value": "CAC010971017"
   },
   "jurisdiction": {
    "read_by": "Tavily search + regex extraction from page text",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.alarisequitypartners.com/upload/media_element/attachments/377/Information%20Circular-Trust%20Conversion(reduced)_compressed.pdf",
    "state": "sourced",
    "value": "Canada (federal, CBCA)"
   },
   "lei": {
    "market": "CA",
    "reason": "ISIN not in the GLEIF ISIN-to-LEI mapping file",
    "state": "not_on_record"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "Alaris Equity Partners Income Trust"
   },
   "sector": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Financial Services"
   },
   "security_type": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Income Trust"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "AD.DB.A"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
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    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:90216da2715c73271ee2e3034098e5f6bc66406dc68b2a5e7a506c6733b3bd3b",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/AD.DB.A",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:90216da2715c73271ee2e3034098e5f6bc66406dc68b2a5e7a506c6733b3bd3b",
 "path": "/ca/TSX/AD.DB.A",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Alaris Equity Partners Income Trust, listed on the TSX under ticker AD.DB.A, with ISIN CAC010971017. The LEI is not on the record, as the ISIN is not in the GLEIF ISIN-to-LEI mapping file. Its security type is Income Trust, its sector is Financial Services, and its jurisdiction is Canada (federal, CBCA). The segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 12 filings on 11 filing days in the window 2025-11-06 to 2026-11-06, comprising 2 financial statements and 10 newswire releases. The median gap between filing days is 11.5 days. The latest filing is dated 2026-11-03, 3 days before the record date of 2026-11-06, and is a financial statement. The TSX median cadence gap is 16 days, with a median of 0.0 filings and a median latency of 3.0 days. The Financial Services sector median cadence gap is 21.5 days, with a median of 10.5 filings and a median latency of 8.5 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is KPMG LLP. The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change or segment move events. The issuer is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "Under rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, the outcome for paragraph (o) of the definition is signal ACM-200 and is determinable. The outcome for paragraph (q) of the definition is signal ACM-200 and is determinable. The chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "Two research houses are named on the issuer's investor-relations page: CIBC World Markets and Cormark Securities Inc.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed, and no issuer years are sealed. The market has no sealed earliest date, and the live record began on 2026-09-10. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.isin",
   "source": "https://www.marketscreener.com/news/alaris-equity-partners-income-trust-declares-q4-distribution-ce7d50dddf80ff27"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://www.alarisequitypartners.com/upload/media_element/attachments/377/Information%20Circular-Trust%20Conversion(reduced)_compressed.pdf"
  },
  {
   "for": "identity.sector",
   "source": "https://www.tsx.com/en/resource/571"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/AD.DB.A"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.alarisequitypartners.com/investors"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/AD.DB.A"
  }
 ],
 "title": "Alaris Equity Partners Income Trust (AD.DB.A) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}