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Honeytree Investment Management Ltd
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CRD # | 313415 |
SEC # | 801-120880 |
CIK # | |
AUM | $5.5 MM (2023-01-27) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 416-528-8369 |
Address | 265 Lauder Ave Toronto Ontario, Canada |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6 | 0.4 |
(b) Individuals (high net worth individuals) | 5 | 5.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 20 | 5.5 |
By Discretionary | ||
Discretionary | 20 | 5.5 |
Non-Discretionary | 0 | 0.0 |
Total | 20 | 5.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.5 | |
Total | 20 | 5.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Blue Ocean Investment Partners Limited
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0.0 | |
Forthright Capital Advisory LLC
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|
NV | 0.0 |
Johnson Wealth Management LLC
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|
ND | 0.0 |
Stillwater Capital Management LLC
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|
CA | 0.0 |
Macro Strategy Advisors Group LLC
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|
FL | 0.0 |
Nuclo Wealth LLC
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|
TX | 0.0 |
MCA Cross Border Advisors Inc
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|
0.0 | |
Christensen Group Financial LLC
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|
MN | 0.0 |
Archway Private Wealth LLC
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|
0.0 | |
Bloomsbury Asset Management LLP
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|
0.0 |