# Tempered Investment Management Ltd. > Tempered Investment Management Ltd. is an SEC-registered investment advisory firm in North Vancouver, British Columbia, Canada, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026. - CRD: 158837 - Filed as: TEMPERED INVESTMENT MANAGEMENT LTD. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: North Vancouver, British Columbia, Canada - Filing period: October 2026 - Form ADV filing dated: September 24, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158837 - AdvisorCensus page: https://advisorcensus.com/firm/tempered-investment-management-ltd-north-vancouver-british-columbia-158837 ## Quick answers **How is Tempered Investment Management Ltd. compensated?** On its Form ADV (Item 5.E, October 2026), Tempered Investment Management Ltd. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. **How much does Tempered Investment Management Ltd. charge?** Its Form ADV Part 2A brochure dated September 29, 2025 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Tempered Investment Management Ltd. located?** Tempered Investment Management Ltd.'s principal office is in North Vancouver, British Columbia, Canada, according to its Form ADV. **Is Tempered Investment Management Ltd. registered with the SEC or a state?** Tempered Investment Management Ltd. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158837. **How much does Tempered Investment Management Ltd. manage?** Tempered Investment Management Ltd. reports $127,534,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary). **How have Tempered Investment Management Ltd.'s assets and staff changed since 2021?** In the Form ADV data for Tempered Investment Management Ltd.: Regulatory assets under management: $382,150,000 in the October 2021 data and $127,534,000 in the October 2026 data, down 67%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Tempered Investment Management Ltd. serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (3); pooled investment vehicles (other than investment companies and business development companies) (3); insurance companies (1). **Which custodians does Tempered Investment Management Ltd. use?** Tempered Investment Management Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Nbin as custodians holding 10% or more of its separately managed account assets. **Does Tempered Investment Management Ltd. 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/158837 **What changed in Tempered Investment Management Ltd.'s recent Form ADV filings?** In the October 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $162,429,000 to $127,534,000 (-21%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Performance-based fees ### Fees and minimums (Form ADV Part 2A brochure dated September 29, 2025) - Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it) > The annual management fee ranges from 1.0% to 1.5% per annum. The variation in the annual management fees depends on the level of administration that is performed at TIML. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - BNY Mellon - Nbin 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: $127,534,000 - Discretionary: $127,534,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | High net worth individuals | 3 | $11,816,000 | | Pooled investment vehicles (other than investment companies and business development companies) | 3 | $97,751,000 | | Insurance companies | 1 | $2,330,000 | | Corporations or other businesses not listed above | 1 | $15,637,000 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2021 (5 years) - Employees: 4 total, 1 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) - [temperedinvestment.ca](https://temperedinvestment.ca) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $382,150,000 | 6 | September 28, 2021 | | October 2022 | $194,094,000 | 5 | September 30, 2022 | | October 2023 | $181,310,000 | 5 | September 28, 2023 | | October 2024 | $166,651,000 | 5 | September 27, 2024 | | October 2025 | $166,651,000 | 5 | September 27, 2024 | | October 2026 | $127,534,000 | 4 | September 24, 2026 | Regulatory assets under management: $382,150,000 in the October 2021 data and $127,534,000 in the October 2026 data, down 67%. Total employees: 6 in October 2021 and 4 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Employees performing advisory functions went from 2 to 1. - Regulatory assets under management went from $162,429,000 to $127,534,000 (-21%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tempered Investment Management Ltd. (CRD 158837): Form ADV filing data as of October 2026.