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CIDEL ASSET MANAGEMENT INC
CRD 172640File 801-80326
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.80B
Top 25% of cohort (national)
Discretionary AUM
$4.59B
Non-discretionary $211.1M
Clients
1,386
1,550 accounts
Employees
73
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 15, 2014
- Principal office
- 60 BLOOR STREET WEST, 9TH FLOOR, TORONTO, ONTARIO, M4W 3B8
- Phone
- 416-977-6767
- Website
- HTTP://WWW.CIDEL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.80B
- Discretionary AUM
- $4.59B
- Non-discretionary AUM
- $211.1M
- Discretionary accounts
- 1,486
- Non-discretionary accounts
- 64
- Total accounts
- 1,550
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 204 | $1.99B |
| Insurance companies | Fewer than 5 | $3.5M |
| High net worth individuals | 386 | $1.20B |
| Pension and profit sharing plans | 8 | $78.9M |
| Individuals (other than high net worth individuals) | 788 | $261.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,547 | 1,386 | decreased by161 |
| Apr 1, 2026 | Clients | 1,431 | 1,547 | increased by116 |
| Apr 1, 2026 | AUM | $4,251,037,312 | $4,802,310,706 | increased by$551,273,394 |
| Apr 1, 2026 | Accounts | 1,431 | 1,550 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 73 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,262 | 1,431 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,214,209,500 | $4,251,037,312 | decreased by$963,172,188 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,262 | 1,431 | increased by169 |
| Apr 1, 2022 | Employees | 65 | 67 | increased by2 |
| Apr 1, 2022 | Clients | 1,057 | 1,262 | increased by205 |
| Apr 1, 2022 | AUM | $4,067,351,871 | $5,214,209,500 | increased by$1,146,857,629 |
| Apr 1, 2022 | Accounts | 1,057 | 1,262 | increased by205 |
| 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 “CIDEL ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIDEL ASSET” 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.