← Directory
HILLSDALE INVESTMENT MANAGEMENT INC.
CRD 137883File 801-65665
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.77B
Top 10% of cohort (national)
Discretionary AUM
$7.77B
Clients
227
230 accounts
Employees
46
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 27, 2006
- Principal office
- 1 FIRST CANADIAN PLACE, 100 KING STREET WEST, SUITE 5900, TORONTO, M5X 1E4
- Phone
- 416-913-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.77B
- Discretionary AUM
- $7.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 230
- Non-discretionary accounts
- 0
- Total accounts
- 230
- AUM per client
- $34.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $9.7M |
| High net worth individuals | 62 | $17.4M |
| Pooled investment vehicles | 25 | $6.69B |
| Pension and profit sharing plans | Fewer than 5 | $129.5M |
| State or municipal government entities | 11 | $921.2M |
| Individuals (other than high net worth individuals) | 108 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
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
- No
- Firm Custody Clients
- No
- 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- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 46 | increased by6 |
| Apr 1, 2026 | Clients | 201 | 227 | increased by26 |
| Apr 1, 2026 | AUM | $4,460,003,433 | $7,769,548,706 | increased by$3,309,545,273 |
| Apr 1, 2026 | Accounts | 204 | 230 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 40 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 130 | 201 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,165,941,835 | $4,460,003,433 | increased by$1,294,061,598 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 136 | 204 | increased by68 |
| Apr 1, 2022 | Employees | 29 | 28 | decreased by1 |
| Apr 1, 2022 | Clients | 116 | 130 | increased by14 |
| Apr 1, 2022 | AUM | $2,719,647,104 | $3,165,941,835 | increased by$446,294,731 |
| Apr 1, 2022 | Accounts | 122 | 136 | increased by14 |
| 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 “HILLSDALE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HILLSDALE INVESTMENT” 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.