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Cidel Asset Management Inc
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CRD # | 172640 |
SEC # | 801-80326 |
CIK # | 0001621915 |
AUM | $5.2 BB (2024-03-27) |
Employees | 70 (54% Investors, 0% Brokers) |
Phone | 416-977-6767 |
Address | 60 Bloor Street West Toronto Ontario, Canada |
Source | [IAPD] [EDGAR] [Website] [Instagram] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001621915] |
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Janney Capital Management LLC
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|
PA | 5.3 |
Capital Investment Advisors LLC
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GA | 5.3 |
RPA Financial LLC
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CA | 5.3 |
First Foundation Advisors
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CA | 5.2 |
Harbor Investment Advisory LLC
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MD | 5.2 |
The Huntington Investment Company
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OH | 5.2 |
WCG Wealth Advisors LLC
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NV | 5.2 |
T Rowe Price Canada Inc
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MD | 5.2 |
Nicholas Co Inc
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WI | 5.1 |
Badgley Phelps Wealth Managers LLC
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WA | 5.1 |