{ "crd_number": 319213, "slug": "manitou-investment-management-ltd-toronto-ontario-319213", "primary_business_name": "MANITOU INVESTMENT MANAGEMENT LTD.", "legal_name": "MANITOU INVESTMENT MANAGEMENT LTD.", "dbas": [], "city": "Toronto, Ontario", "state": null, "country": "Canada", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-09-13", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 2422321362.0, "raum_discretionary": 2422321362.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 21, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 54086593.0, "count": 5 }, "individuals": { "raum": 71602159.0, "count": 217 }, "insurance_companies": { "raum": 35472301.0, "count": 7 }, "pension_profit_sharing": { "raum": 63561627.0, "count": 2 }, "other_investment_advisers": { "raum": 109642257.0, "count": 5 }, "high_net_worth_individuals": { "raum": 1289434050.0, "count": 220 }, "pooled_investment_vehicles": { "raum": 788643544.0, "count": 6 }, "corporations_other_businesses": { "raum": 9878831.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://ca.linkedin.com/company/manitou-investment-management-ltd", "https://manitouinvestment.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319213", "city_as_filed": "TORONTO, ONTARIO", "url": "https://advisorcensus.com/firm/manitou-investment-management-ltd-toronto-ontario-319213", "display_name": "Manitou Investment Management Ltd.", "summary": "Manitou Investment Management Ltd. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Manitou Investment Management Ltd. (CRD 319213): 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 individuals and/or small businesses", "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 Manitou Investment Management Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Manitou Investment Management Ltd. 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 Manitou Investment Management Ltd. located?", "a": "Manitou Investment Management Ltd.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV." }, { "q": "Is Manitou Investment Management Ltd. registered with the SEC or a state?", "a": "Manitou Investment Management Ltd. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319213." }, { "q": "How much does Manitou Investment Management Ltd. manage?", "a": "Manitou Investment Management Ltd. reports $2,422,321,362 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Manitou Investment Management Ltd.'s assets and staff changed since 2022?", "a": "In the Form ADV data for Manitou Investment Management Ltd.: Regulatory assets under management: $1,440,617,607 in the October 2022 data and $2,422,321,362 in the October 2026 data, up 68%. Total employees: 17 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Manitou Investment Management Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (220); individuals (other than high net worth individuals) (217); insurance companies (7)." }, { "q": "Which custodians does Manitou Investment Management Ltd. use?", "a": "Manitou Investment Management Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Investor & Treasury Services as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Manitou Investment Management Ltd. 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/319213" }, { "q": "What changed in Manitou Investment Management Ltd.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $2,010,788,436 to $2,422,321,362 (+20%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 1440617607.0, "total_employees": 17, "filing_date": "2022-08-12" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1537249043.0, "total_employees": 19, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1840696715.0, "total_employees": 20, "filing_date": "2024-03-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2010788436.0, "total_employees": 20, "filing_date": "2025-06-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2422321362.0, "total_employees": 21, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,010,788,436 to $2,422,321,362 (+20%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "RBC Investor & Treasury Services", "name_as_filed": "RBC INVESTOR & TREASURY SERVICES", "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/manitou-investment-management-ltd-toronto-ontario-319213.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 217, "fewer_than_5": false, "raum": 71602159.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 220, "fewer_than_5": false, "raum": 1289434050.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 788643544.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2, "fewer_than_5": false, "raum": 63561627.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 5, "fewer_than_5": false, "raum": 54086593.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 5, "fewer_than_5": false, "raum": 109642257.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 7, "fewer_than_5": false, "raum": 35472301.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": false, "raum": 9878831.0 } ], "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/319213", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }