{
  "crd_number": 293469,
  "slug": "hazelview-securities-inc-toronto-ontario-293469",
  "primary_business_name": "HAZELVIEW SECURITIES INC.",
  "legal_name": "HAZELVIEW SECURITIES INC.",
  "dbas": [],
  "city": "Toronto, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-06",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 943135908.0,
  "raum_discretionary": 943135908.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 363146728.0,
      "count": 4
    },
    "pooled_investment_vehicles": {
      "raum": 579989180.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://hazelview.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293469",
  "city_as_filed": "TORONTO, ONTARIO",
  "url": "https://advisorcensus.com/firm/hazelview-securities-inc-toronto-ontario-293469",
  "display_name": "Hazelview Securities Inc.",
  "summary": "Hazelview Securities Inc. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Hazelview Securities Inc. (CRD 293469): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Hazelview Securities Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hazelview Securities Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Hazelview Securities Inc. located?",
      "a": "Hazelview Securities Inc.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is Hazelview Securities Inc. registered with the SEC or a state?",
      "a": "Hazelview Securities Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293469."
    },
    {
      "q": "How much does Hazelview Securities Inc. manage?",
      "a": "Hazelview Securities Inc. reports $943,135,908 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Hazelview Securities Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hazelview Securities Inc.: Regulatory assets under management: $2,092,407,014 in the October 2021 data and $943,135,908 in the October 2026 data, down 55%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hazelview Securities Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (4); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Hazelview Securities Inc. use?",
      "a": "Hazelview Securities Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas Securities Services, CIBC Mellon Trust Company and Helaba Landesbank Hessen Thuringen as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hazelview Securities Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293469"
    },
    {
      "q": "What changed in Hazelview Securities Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,116,365,577 to $943,135,908 (-16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2092407014.0,
      "total_employees": 13,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2658092192.0,
      "total_employees": 13,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3340407343.0,
      "total_employees": 14,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1676858696.0,
      "total_employees": 15,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1116365577.0,
      "total_employees": 15,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 943135908.0,
      "total_employees": 15,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,116,365,577 to $943,135,908 (-16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNP Paribas Securities Services",
      "name_as_filed": "BNP PARIBAS SECURITIES SERVICES",
      "affiliated": false
    },
    {
      "name": "CIBC Mellon Trust Company",
      "name_as_filed": "CIBC MELLON TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Helaba Landesbank Hessen Thuringen",
      "name_as_filed": "HELABA LANDESBANK HESSEN THURINGEN",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hazelview-securities-inc-toronto-ontario-293469.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 579989180.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": false,
      "raum": 363146728.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293469",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}