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CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD
CRD 107557File 801-79433
APPROVED
Custody
Disclosure events
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$85.59B
Top 10% of cohort (national)
Discretionary AUM
$85.59B
Clients
207
362 accounts
Employees
155
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 17, 2014
- Principal office
- SUITE 800-1090 WEST PENDER STREET, VANCOUVER, BC, V6E 0E3
- Phone
- 604-685-2020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $85.59B
- Discretionary AUM
- $85.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 362
- Non-discretionary accounts
- 0
- Total accounts
- 362
- AUM per client
- $413.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $1.17B |
| Non-U.S. persons | Fewer than 5 | $4.68B |
| Insurance companies | 14 | $10.38B |
| Charitable organizations | 33 | $1.60B |
| Other investment advisers | Fewer than 5 | $5.93B |
| High net worth individuals | Fewer than 5 | $40.7M |
| Pooled investment vehicles | 28 | $29.96B |
| Pension and profit sharing plans | 91 | $13.50B |
| State or municipal government entities | 23 | $18.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 140 | 155 | increased by15 |
| Apr 1, 2026 | Clients | 192 | 207 | increased by15 |
| Apr 1, 2026 | AUM | $49,404,831,309 | $85,592,075,964 | increased by$36,187,244,655 |
| Apr 1, 2026 | Accounts | 343 | 362 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 140 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 162 | 192 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $43,945,772,824 | $49,404,831,309 | increased by$5,459,058,485 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 285 | 343 | increased by58 |
| Apr 1, 2022 | Employees | 105 | 113 | increased by8 |
| Apr 1, 2022 | Clients | 153 | 162 | increased by9 |
| Apr 1, 2022 | AUM | $37,481,910,496 | $43,945,772,824 | increased by$6,463,862,328 |
| Apr 1, 2022 | Accounts | 290 | 285 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONNOR CLARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONNOR CLARK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.