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MAWER INVESTMENT MANAGEMENT LTD.
CRD 159100File 801-74336
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.94B
Top 10% of cohort (national)
Discretionary AUM
$40.30B
Non-discretionary $643.1M
Clients
6,075
12,669 accounts
Employees
278
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 19, 2012
- Principal office
- 517-10TH AVENUE SW, SUITE 600, CALGARY, ALBERTA, T2R 0A8
- Phone
- 403-262-4673
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.94B
- Discretionary AUM
- $40.30B
- Non-discretionary AUM
- $643.1M
- Discretionary accounts
- 12,583
- Non-discretionary accounts
- 86
- Total accounts
- 12,669
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 761 | $4.27B |
| Non-U.S. persons | Fewer than 5 | $694.2M |
| Investment companies | 1 | $227.0M |
| Charitable organizations | 171 | $2.99B |
| Other investment advisers | Fewer than 5 | $306.5M |
| High net worth individuals | 738 | $3.11B |
| Pooled investment vehicles | 83 | $19.96B |
| Pension and profit sharing plans | 90 | $4.99B |
| State or municipal government entities | 7 | $1.94B |
| Individuals (other than high net worth individuals) | 4,222 | $2.45B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.