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TEMPERED INVESTMENT MANAGEMENT LTD.
CRD 158837File 801-121254
APPROVED
Retail clients
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$127.5M
Bottom 25% of cohort (national)
Discretionary AUM
$127.5M
Clients
8
8 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 19, 2021
- Principal office
- 220 - 145 CHADWICK COURT, NORTH VANCOUVER, BRITISH COLUMBIA, V7M 3K1
- Phone
- 778-279-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.5M
- Discretionary AUM
- $127.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $15.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.6M |
| Insurance companies | Fewer than 5 | $2.3M |
| High net worth individuals | Fewer than 5 | $11.8M |
| Pooled investment vehicles | 3 | $97.8M |
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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | AUM | $166,651,000 | $162,429,000 | decreased by$4,222,000 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $194,094,000 | $166,651,000 | decreased by$27,443,000 |
| Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Oct 1, 2022 | Custody | No | Yes | |
| Oct 1, 2022 | AUM | $382,150,000 | $194,094,000 | decreased by$188,056,000 |
| Oct 1, 2022 | Accounts | 9 | 10 | increased by1 |
| Oct 1, 2021 | Employees | 5 | 6 | increased by1 |
| Oct 1, 2021 | AUM | $319,370,000 | $382,150,000 | increased by$62,780,000 |
| Jun 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 “TEMPERED INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEMPERED 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.