Connor Clark & Lunn Investment Management Ltd

RIASEC RegisteredEst. 2014

Total AUM

$85.6B

Discretionary

$85.6B

100% of AUM

Avg account

$236M

Accounts

362

Employees

155

Advisory reps

Firm details

Headquarters: Vancouver, British Columbia,
CRD number: 107557
Registered since: April 17, 2014
Website: cclinvest.cclgroup.com
Custodians: STATE STREET BANK AND TRUST COMPANY, RBC IST, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles35%
State / Municipal Government21.38%
Pension & Profit Sharing Plans15.78%
Insurance Companies12.13%
Other Investment Advisers6.93%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Connor Clark & Lunn Investment Management Ltd is a corporation that manages pooled vehicles and discretionary portfolios with an institutional client focus. The firm has been SEC-registered since 2014 and is owned by a mix of foreign-entity and individual stakeholders. Its business model combines traditional AUM-based fees with performance-based fee arrangements, and it performs portfolio management for individuals/small businesses, pooled investment vehicles, and institutional or corporate accounts. Connor Clark & Lunn is classified as a hedge fund and other fund provider, and it also serves in sponsor/GP and commodity pool/operator (CPO/CTA) roles on pooled vehicles. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser.