HAZELVIEW SECURITIES INC.
Firm details
- Headquarters
- TORONTO ONTARIO,
- CRD number
- 293469
- Registered since
- June 6, 2018
- Website
- www.hazelview.com
- Custodians
- HELABA LANDESBANK HESSEN THÜRINGEN, CIBC WORLD MARKETS CORP., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.5%
- Other Investment Advisers38.5%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hazelview Securities Inc. is a broker-dealer that serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm is structured as a corporation with ownership characterized as a mix of a foreign entity and an individual and registered with the SEC in 2018. Its compensation model combines asset-based fees with performance-linked fees. Hazelview does not describe itself as an active ESG investor, is not a multi-state adviser, and is not a capital allocator or related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 4TIMOTHY FITZPATRICK
Vice President, Chief Compliance OfficerCRD 6950690
CORRADO RUSSO
Chief Investment Officer and Managing PartnerCRD 5728100
UGO BIZZARRI
Managing Partner and Chief Executive OfficerCRD 6449796
Contacts
2 of 2CARRIE MORRIS
Managing PartnerCRD 6919405
PETER HAWKINGS
Managing Director, General CounselCRD 6710272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.8M in ETFs
100%
$1.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US REAL ESTATE ETF (IYR) | BlackRock | Passive | Real Estate | $1.8M | 19,190 | 100.00% |
Location
TORONTO ONTARIO, null
Location
TORONTO ONTARIO, null
Headquartered in TORONTO ONTARIO, null.
- Address
- 1133 Yonge St
- Office locations
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