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| Happy Holidays!! thanks for using AUM13F!! |
| Mawer Investment Management Ltd
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| CRD # | 159100 |
| SEC # | 801-74336 |
| CIK # | 0001538449 |
| AUM | $45.9 B (2025-03-31) |
| Employees | 261 (33% Investors, 0% Brokers) |
| Phone | 403-262-4673 |
| Address | 600, 517 10th Avenue SW Calgary, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.5 | ||
| Marsh & McLennan Companies Inc | 1.2 | ||
| Aon Corp | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| Priceline Com Inc | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| VISA Inc | 0.8 | ||
| Amphenol Corp /DE/ | 0.7 | ||
| FTI Consulting Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Mawer US Mid Cap Equity Fund | 2025-03-31 | 288.0 | |
| Other | Mawer Emerging Markets Equity Fund | 2023-03-31 | 249.2 | |
| Other | Mawer EAFE Large Cap Fund LLC | 2021-03-31 | 1.1 | |
| Other | Mawer Emerging Markets Equity Fund LLC | 2021-03-31 | 0.9 | |
| Other | Mawer Global Equity Fund LLC | 2021-03-31 | 1.3 | |
| Other | Mawer US Equity Fund LLC | 2021-03-31 | 1.3 | |
| Other | Mawer Balanced Fund | 2016-04-01 | 2,984.3 | |
| Other | Mawer Global Balanced Fund | 2016-04-01 | 906.5 | |
| Other | Mawer Global Bond Fund | 2016-04-01 | 247.4 | |
| Other | Mawer Global Equity Fund | 2013-03-22 | 9,562.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,206 | 2.3 |
| (b) Individuals (high net worth individuals) | 722 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 88 | 23.0 |
| (g) Pension and profit sharing plans | 116 | 6.7 |
| (h) Charitable organizations | 190 | 3.1 |
| (i) State or municipal government entities | 7 | 2.4 |
| (j) Other investment advisers | 1 | 0.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.6 |
| (m) Corporations or other businesses not listed above | 779 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 12,582 | 45.9 |
| By Discretionary | ||
| Discretionary | 12,510 | 45.3 |
| Non-Discretionary | 72 | 0.6 |
| Total | 12,582 | 45.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 42.9 | |
| United States Persons | 3.0 | |
| Total | 12,582 | 45.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001538449] | |
| SC 13G | [0001538449] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Investment Advisors LLC
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|
CA | 56.3 |
|
Citigroup Global Markets Inc
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|
NY | 46.9 |
|
Avantax Advisory Services Inc
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|
TX | 46.1 |
|
Moneta Group Investment Advisors LLC
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|
MO | 42.8 |
|
Chevy Chase Trust Company
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|
MD | 40.3 |
|
AE Wealth Management LLC
✚
|
KS | 37.5 |
|
Private Advisor Group LLC
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|
NJ | 37.3 |
|
Osaic FA Inc
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|
IN | 37.1 |
|
Marquette Associates Inc
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|
IL | 35.6 |
|
EP Wealth Advisors LLC
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|
CA | 35.6 |