Honeytree Investment Management Ltd

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Assets, Funds, Holdings

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Honeytree Investment Management Ltd
CRD #313415
SEC #801-120880
CIK #
AUM $5.5 MM (2023-01-27)
Employees 2 (100% Investors, 0% Brokers)
Phone416-528-8369
Address265 Lauder Ave
Toronto Ontario, Canada
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
6.04.83.62.41.20.02010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 6 0.4
(b) Individuals (high net worth individuals) 5 5.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 20 5.5
By Discretionary
Discretionary 20 5.5
Non-Discretionary 0 0.0
Total 20 5.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.5
Total 20 5.5
Comparable Firms State AUM ($BB)
Blue Ocean Investment Partners Limited
0.0
Forthright Capital Advisory LLC
NV 0.0
Johnson Wealth Management LLC
ND 0.0
Stillwater Capital Management LLC
CA 0.0
Macro Strategy Advisors Group LLC
FL 0.0
Nuclo Wealth LLC
TX 0.0
MCA Cross Border Advisors Inc
0.0
Christensen Group Financial LLC
MN 0.0
Archway Private Wealth LLC
0.0
Bloomsbury Asset Management LLP
0.0
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