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MANITOU INVESTMENT MANAGEMENT LTD.
CRD 319213File 801-126549
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.42B
Top 25% of cohort (national)
Discretionary AUM
$2.42B
Clients
463
1,492 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 13, 2022
- Principal office
- 150 KING STREET WEST, SUITE 2003, TORONTO, ONTARIO, M5H 1J9
- Phone
- 416-865-1867
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.42B
- Discretionary AUM
- $2.42B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,492
- Non-discretionary accounts
- 0
- Total accounts
- 1,492
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $9.9M |
| Insurance companies | 7 | $35.5M |
| Charitable organizations | 5 | $54.1M |
| Other investment advisers | 5 | $109.6M |
| High net worth individuals | 220 | $1.29B |
| Pooled investment vehicles | 6 | $788.6M |
| Pension and profit sharing plans | 2 | $63.6M |
| Individuals (other than high net worth individuals) | 217 | $71.6M |
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
- Yes
- 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
- Yes
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 | 20 | 21 | increased by1 |
| Apr 1, 2026 | Clients | 454 | 463 | increased by9 |
| Apr 1, 2026 | AUM | $2,010,788,436 | $2,422,321,362 | increased by$411,532,926 |
| Apr 1, 2026 | Accounts | 1,569 | 1,492 | decreased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 20 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 434 | 454 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,440,617,607 | $2,010,788,436 | increased by$570,170,829 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,341 | 1,569 | increased by228 |
| Oct 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MANITOU INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANITOU 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.