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| Beutel Goodman & Company Ltd
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| |
|---|---|
| CRD # | 135829 |
| SEC # | 801-64420 |
| CIK # | 0001361974 |
| AUM | $35.9 BB (2024-03-27) |
| Employees | 117 (27% Investors, 0% Brokers) |
| Phone | 416-485-1010 |
| Address | 20 Eglinton Avenue West Toronto Ont, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| RY | 136.4 | 0.0 | |
| TD | 118.7 | 0.0 | |
| MFC | 33.5 | 0.0 | |
| CNI | 76.7 | 0.0 | |
| AMGN | 130.1 | 0.0 | |
| RBA | 6.9 | 0.0 | |
| RCI | 24.2 | 0.0 | |
| BMO | 62.8 | 0.0 | |
| TRP | 52.7 | 0.0 | |
| SLF | 27.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 760 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 183 | 12.6 |
| (h) Charitable organizations | 41 | 0.9 |
| (i) State or municipal government entities | 24 | 3.0 |
| (j) Other investment advisers | 76 | 5.4 |
| (k) Insurance companies | 13 | 1.3 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.8 |
| (m) Corporations or other businesses not listed above | 77 | 6.7 |
| (n) Other | 17 | 1.3 |
| Total | 1,194 | 35.9 |
| By Discretionary | ||
| Discretionary | 1,124 | 29.2 |
| Non-Discretionary | 70 | 6.7 |
| Total | 1,194 | 35.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 33.0 | |
| United States Persons | 2.9 | |
| Total | 1,194 | 35.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001361974] | |
| SC 13G | [0001361974] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Calvert Research and Management
✚
|
DC | 38.4 |
|
Chandler Asset Management Inc
✚
|
CA | 35.8 |
|
Edgewood Management LLC
✚
|
CT | 35.7 |
|
Jasper Ridge Partners LP
✚
|
TX | 35.3 |
|
Earnest Partners LLC
✚
|
GA | 35.3 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 34.4 |
|
Jarislowsky Fraser Limited
✚
|
34.2 | |
|
Capital Group Private Client Services Inc
✚
|
CA | 34.0 |
|
Atlanta Capital Management Company LLC
✚
|
GA | 33.2 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 32.7 |