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MAWER INVESTMENT MANAGEMENT LTD.
CRD 159100 · SEC 801-74336
517-10TH AVENUE SW, SUITE 600, CALGARY, ALBERTA, PR, T2R 0A8, Canada
Phone
403-262-4673
Fax
403-262-4099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.94B
Discretionary AUM
$40.30B
Team
278 total employees; 87 advisory reps
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4222 | $2.45B |
| High net worth individuals | 738 | $3.11B |
| Investment companies | 1 | $227.0M |
| Pooled investment vehicles | 83 | $19.96B |
| Pension/profit sharing plans | 90 | $4.99B |
| Charitable organizations | 171 | $2.99B |
| State/municipal entities | 7 | $1.94B |
| Other investment advisers | 1 | $306.5M |
| Sovereign wealth funds | 1 | $694.2M |
| Corporations/business entities | 761 | $4.27B |
States served
PR, TX
All web addresses on file
Official SEC filing: View on IAPD