Cidel Asset Management Inc

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Cidel Asset Management Inc
CRD #172640
SEC #801-80326
CIK #0001621915
AUM $4.3 B (2025-03-25)
Employees 73 (52% Investors, 0% Brokers)
Phone416-977-6767
Address60 Bloor Street West
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.02011201620212026
CIK Period
0001621915
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.1
Royal Bank of Canada 0.1
Ritchie Bros Auctioneers Inc 0.1
VISA Inc 0.0
Abbott Laboratories 0.0
Fortis Inc 0.0
Restaurant Brands International Inc 0.0
Jacobs Engineering Group Inc /DE/ 0.0
Astrazeneca PLC 0.0
Willis Group Holdings PLC 0.0
Canadian National Railway Co 0.0
Toronto Dominion Bank 0.0
SAP SE 0.0
CGI Group Inc 0.0
Canadian Imperial Bank of Commerce /Can/ 0.0
Colgate Palmolive Co 0.0
Open Text Corp 0.0
J P Morgan Chase & Co 0.0
MercadoLibre Inc 0.0
Nvidia Corp 0.0
Thomson Reuters Corp /Can/ 0.0
Progressive Waste Solutions Ltd 0.0
CBOE Holdings Inc 0.0
Marriott International Inc /MD/ 0.0
Union Pacific Corp 0.0
CMS Energy Corp 0.0
Wisconsin Energy Corp 0.0
Zoetis Inc 0.0
Algonquin Power & Utilities Corp 0.0
Stantec Inc 0.0
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 759 1.0
(b) Individuals (high net worth individuals) 337 0.2
(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 0 0.0
(m) Corporations or other businesses not listed above 189 2.3
(n) Other 134 0.6
Total 1,431 4.3
By Discretionary
Discretionary 1,364 4.0
Non-Discretionary 67 0.3
Total 1,431 4.3
By Non-United States Persons
Non-United States Persons 4.2
United States Persons 0.1
Total 1,431 4.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001621915]
Comparable Firms State AUM ($B)
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FL 4.3
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IL 4.3
Rehmann Capital Advisory Group LLC
MI 4.3
Peregrine Capital Management LLC
MN 4.3
Advisor OS LLC
IL 4.2
WGI DM LLC
MA 4.2
Sowell Financial Services LLC
AR 4.2
DoubleLine Alternatives LP
FL 4.2
Scharf Investments LLC
CA 4.2
Wellspring Financial Advisors LLC
OH 4.2
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