|
⚲
|
| Keyboard |
| Cidel Asset Management Inc
✚
|
|
|---|---|
| CRD # | 172640 |
| SEC # | 801-80326 |
| CIK # | 0001621915 |
| AUM | 4,802.3 M (2026-03-27) |
| Employees | 73 (44% Investors, 0% Brokers) |
| Phone | 416-977-6767 |
| Address | 60 Bloor Street West Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 0.1 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Toronto Dominion Bank | 0.1 | ||
| Bank of Montreal /Can/ | 0.1 | ||
| Fortis Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Canadian National Railway Co | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| Visa Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 788 | 0.3 |
| (b) Individuals (high net worth individuals) | 386 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 204 | 2.0 |
| (n) Other | 161 | 1.3 |
| Total | 1,550 | 4.8 |
| By Discretionary | ||
| Discretionary | 1,486 | 4.6 |
| Non-Discretionary | 64 | 0.2 |
| Total | 1,550 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 0.0 | |
| Total | 1,550 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001621915] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 254900WRA4LUSW7TP27 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Madison Asset Management LLC
✚
|
WI | 4,862.5 M |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4,858.5 M |
|
Chicago Capital LLC
✚
|
IL | 4,823.3 M |
|
Cardinal Point Capital Management ULC
✚
|
4,808.3 M | |
|
Sowell Financial Services LLC
✚
|
AR | 4,808.2 M |
|
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4,788.2 M |
|
Highpoint Advisor Group LLC
✚
|
IL | 4,783.0 M |
|
Foster Group Inc
✚
|
IA | 4,775.5 M |
|
Nations Financial Group Inc
✚
|
IA | 4,771.5 M |
|
BC Advisors LLC
✚
|
NJ | 4,734.9 M |