← Directory
HONEYTREE INVESTMENT MANAGEMENT
Legal name: HONEYTREE INVESTMENT MANAGEMENT LTD.
CRD 313415File 801-120880
APPROVED
Retail clients
Filing as of Nov 11, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$13.6M
Bottom 25% of cohort (national)
Discretionary AUM
$13.6M
Clients
12
12 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 23, 2021
- Principal office
- Not reported
- Phone
- 416-528-8369
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.6M
- Discretionary AUM
- $13.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $8.3M |
| High net worth individuals | 5 | $4.8M |
| Individuals (other than high net worth individuals) | 6 | $472K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SHARE IN ETF PROFITS AFTER EXPENSES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 | $12,625,802 | $13,574,081 | increased by$948,279 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 12 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,941,251 | $12,625,802 | increased by$7,684,551 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 12 | increased by3 |
| Dec 1, 2021 | AUM | $2,868,176 | $4,941,251 | increased by$2,073,075 |
| Dec 1, 2021 | Accounts | 12 | 9 | decreased by3 |
| May 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 “HONEYTREE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HONEYTREE 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.