{
  "crd_number": 313415,
  "slug": "honeytree-investment-management-313415",
  "primary_business_name": "HONEYTREE INVESTMENT MANAGEMENT",
  "legal_name": "HONEYTREE INVESTMENT MANAGEMENT LTD.",
  "dbas": [
    "HONEYTREEINVEST"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2025-11-11",
  "carried_forward": false,
  "raum_total": 13574081.0,
  "raum_discretionary": 13574081.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 471663.0,
      "count": 6
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 8299097.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4803321.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ca.linkedin.com/company/honeytreeinvest",
    "https://honeytreeinvest.com",
    "https://linkedin.com/in/a-peter-simmie-28617214?originalSubdomain=ca",
    "https://tiktok.com/@honeytreeinvest",
    "https://youtube.com/channel/UC8ag6Mgsvd52tX-DoU329vg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313415",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/honeytree-investment-management-313415",
  "display_name": "Honeytree Investment Management",
  "summary": "Honeytree Investment Management is an SEC-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 11, 2025.",
  "citation": "AdvisorCensus. Honeytree Investment Management (CRD 313415): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Honeytree Investment Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Honeytree Investment Management reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Honeytree Investment Management registered with the SEC or a state?",
      "a": "Honeytree Investment Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313415."
    },
    {
      "q": "How much does Honeytree Investment Management manage?",
      "a": "Honeytree Investment Management reports $13,574,081 in regulatory assets under management in its Form ADV filing dated November 11, 2025 (100% discretionary)."
    },
    {
      "q": "How have Honeytree Investment Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Honeytree Investment Management: Regulatory assets under management: $2,868,176 in the October 2021 data and $13,574,081 in the October 2026 data, up 373%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Honeytree Investment Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5); investment companies (1)."
    },
    {
      "q": "Which custodians does Honeytree Investment Management use?",
      "a": "Honeytree Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Credential Qtrade Securities Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Honeytree Investment Management 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/313415"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2868176.0,
      "total_employees": 2,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4941251.0,
      "total_employees": 2,
      "filing_date": "2021-11-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5542323.0,
      "total_employees": 2,
      "filing_date": "2023-01-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7429741.0,
      "total_employees": 3,
      "filing_date": "2024-05-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12625802.0,
      "total_employees": 3,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13574081.0,
      "total_employees": 3,
      "filing_date": "2025-11-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Credential Qtrade Securities Inc.",
      "name_as_filed": "CREDENTIAL QTRADE SECURITIES INC.",
      "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/honeytree-investment-management-313415.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 471663.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4803321.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 8299097.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/313415",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}