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| Mawer Investment Management Ltd
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|---|---|
| CRD # | 159100 |
| SEC # | 801-74336 |
| CIK # | |
| AUM | 40.94 B (2026-03-30) |
| Employees | 278 (31% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 403-262-4673 |
| Address | 51710th Avenue Sw, Suite 600 Calgary Alberta, Canada |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Mawer Global Credit Opportunities Fund | 2026-03-30 | 507.8 M | |
| Other | Mawer US Mid Cap Equity Fund | 2025-03-31 | 303.5 M | |
| Other | Mawer Emerging Markets Equity Fund | 2023-03-31 | 419.9 M | |
| Other | Mawer EAFE Large Cap Fund LLC | 2021-03-31 | 1.4 M | |
| Other | Mawer Emerging Markets Equity Fund LLC | 2021-03-31 | 1.2 M | |
| Other | Mawer Global Equity Fund LLC | 2021-03-31 | 1.4 M | |
| Other | Mawer US Equity Fund LLC | 2021-03-31 | 1.3 M | |
| Other | Mawer Balanced Fund | 2016-04-01 | 2,938.6 M | |
| Other | Mawer Global Balanced Fund | 2016-04-01 | 609.5 M | |
| Other | Mawer Global Bond Fund | 2016-04-01 | 247.4 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,222 | 2.5 |
| (b) Individuals (high net worth individuals) | 738 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 83 | 20.0 |
| (g) Pension and profit sharing plans | 90 | 5.0 |
| (h) Charitable organizations | 171 | 3.0 |
| (i) State or municipal government entities | 7 | 1.9 |
| (j) Other investment advisers | 1 | 0.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.7 |
| (m) Corporations or other businesses not listed above | 761 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 12,669 | 40.9 |
| By Discretionary | ||
| Discretionary | 12,583 | 40.3 |
| Non-Discretionary | 86 | 0.6 |
| Total | 12,669 | 40.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 38.3 | |
| United States Persons | 2.6 | |
| Total | 12,669 | 40.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.4B |
| Serves | Institutional, Retail, Research |
| LEI | 549300TDINW3ZOSQAR28 |
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