# Hazelview Securities Inc.

> 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.

- CRD: 293469
- Filed as: HAZELVIEW SECURITIES INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toronto, Ontario, Canada
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293469
- AdvisorCensus page: https://advisorcensus.com/firm/hazelview-securities-inc-toronto-ontario-293469

## Quick answers

**How is Hazelview Securities Inc. compensated?**
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.

**Where is Hazelview Securities Inc. located?**
Hazelview Securities Inc.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV.

**Is Hazelview Securities Inc. registered with the SEC or a state?**
Hazelview Securities Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293469.

**How much does Hazelview Securities Inc. manage?**
Hazelview Securities Inc. reports $943,135,908 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Hazelview Securities Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Hazelview Securities Inc. serve?**
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).

**Which custodians does Hazelview Securities Inc. use?**
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.

**Does Hazelview Securities Inc. report any disciplinary disclosures?**
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

**What changed in Hazelview Securities Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas Securities Services
- CIBC Mellon Trust Company
- Helaba Landesbank Hessen Thuringen

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.

### Regulatory assets under management (Item 5.F)
- Total: $943,135,908
- Discretionary: $943,135,908
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $579,989,180 |
| Other investment advisers | 4 | $363,146,728 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hazelview.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,092,407,014 | 13 | June 8, 2021 |
| October 2022 | $2,658,092,192 | 13 | March 18, 2022 |
| October 2023 | $3,340,407,343 | 14 | March 28, 2023 |
| October 2024 | $1,676,858,696 | 15 | March 29, 2024 |
| October 2025 | $1,116,365,577 | 15 | March 25, 2025 |
| October 2026 | $943,135,908 | 15 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hazelview Securities Inc. (CRD 293469): Form ADV filing data as of October 2026.