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| Keyboard |
| Honeytree Investment Management Ltd
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|---|---|
| CRD # | 313415 |
| SEC # | 801-120880 |
| CIK # | |
| AUM | 13.6 M (2025-11-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 416-528-8369 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.5 |
| (b) Individuals (high net worth individuals) | 5 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 8.3 |
| (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 | 12 | 13.6 |
| By Discretionary | ||
| Discretionary | 12 | 13.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 13.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 8.3 | |
| Total | 12 | 13.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
OT Advisors LLC
✚
|
FL | 15.2 M |
|
Principled Advisors Inc
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|
15.0 M | |
|
Holistic Finance LLC
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14.2 M | |
|
Omega Advisers LLC
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13.6 M | |
|
Private Capital Asset Management LLC
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|
CT | 13.0 M |
|
Keeley-Teton Advisors LLC
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|
IL | 12.6 M |
|
New West Asset Management LLC
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|
12.5 M | |
|
Fundamental Investment Services LLC
✚
|
12.2 M | |
|
Bside Investments LLC
✚
|
11.8 M | |
|
Lightcap Financial Group LLC
✚
|
CA | 11.3 M |