Cidel Asset Management Inc

RIASEC RegisteredEst. 2014

Total AUM

$4.8B

Discretionary

$4.6B

96% of AUM

Avg account

$3.1M

Accounts

1,550

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 172640
Registered since: September 15, 2014
Website: www.cidelinstitutional.com
Custodians: CIDEL TRUST COMPANY CANADA, ROYAL BANK OF CANADA, STATE STREET BANK AND TRUST COMPANY, INDEPENDENT BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, AVISO WEALTH
Fee structure: Percentage of AUM
Client types: Corporations / Businesses41.41%
Other26.5%
HNWI24.94%
Individuals5.44%
Pension & Profit Sharing Plans1.64%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cidel Asset Management Inc is an institutional registered investment adviser that manages portfolios for individual and family clients as well as institutional investors. Registered with the SEC in 2014, the firm charges fees based on a percentage of assets under management and provides portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its organizational ownership is listed as a combination of a foreign entity and an individual, and the firm does not identify as an active ESG investor or as a multi-state adviser. The firm also participates on the sponsor/GP side of pooled investment vehicles and is affiliated with banking, trust, and other investment-adviser entities, indicating both advisory and operating roles across discretionary mandates and pooled structures.