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MAWER INVESTMENT MANAGEMENT LTD.
CRD 159100File 801-74336
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.MAWER.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 261 | 278 | increased by17 |
| Apr 1, 2026 | Clients | 6,111 | 6,075 | decreased by36 |
| Apr 1, 2026 | AUM | $45,910,863,723 | $40,940,394,256 | decreased by$4,970,469,467 |
| Apr 1, 2026 | Accounts | 12,582 | 12,669 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 205 | 261 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,253 | 6,111 | decreased by1,142 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $66,416,598,035 | $45,910,863,723 | decreased by$20,505,734,312 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14,284 | 12,582 | decreased by1,702 |
| Apr 1, 2022 | Employees | 206 | 205 | decreased by1 |
| Apr 1, 2022 | Clients | 6,929 | 7,253 | increased by324 |
| Apr 1, 2022 | AUM | $53,605,457,874 | $66,416,598,035 | increased by$12,811,140,161 |
| Apr 1, 2022 | Accounts | 13,468 | 14,284 | increased by816 |
| 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 “MAWER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAWER 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.