Cidel Asset Management Inc

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Cidel Asset Management Inc
CRD #172640
SEC #801-80326
CIK #0001621915
AUM $5.2 BB (2024-03-27)
Employees 70 (54% Investors, 0% Brokers)
Phone416-977-6767
Address60 Bloor Street West
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website] [Instagram]
Total AUM ($BB)
6.04.83.62.41.20.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.1
RY 136.4 0.1
AZN 204.3 0.1
RBA 6.9 0.1
V 419.3 0.0
QSR 15.2 0.0
OTEX 10.3 0.0
FTS 22.7 0.0
CNI 76.7 0.0
J 16.0 0.0
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02014201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 708 0.2
(b) Individuals (high net worth individuals) 350 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 4 0.0
(l) Sovereign wealth funds and foreign official institutions 1 1.3
(m) Corporations or other businesses not listed above 179 1.9
(n) Other 128 0.5
Total 1,378 5.2
By Discretionary
Discretionary 1,314 5.0
Non-Discretionary 64 0.2
Total 1,378 5.2
By Non-United States Persons
Non-United States Persons 5.2
United States Persons 0.0
Total 1,378 5.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001621915]
Comparable Firms State AUM ($BB)
Janney Capital Management LLC
PA 5.3
Capital Investment Advisors LLC
GA 5.3
RPA Financial LLC
CA 5.3
First Foundation Advisors
CA 5.2
Harbor Investment Advisory LLC
MD 5.2
The Huntington Investment Company
OH 5.2
WCG Wealth Advisors LLC
NV 5.2
T Rowe Price Canada Inc
MD 5.2
Nicholas Co Inc
WI 5.1
Badgley Phelps Wealth Managers LLC
WA 5.1
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