Hazelview Securities Inc.

RIASEC RegisteredEst. 2018

Total AUM

$943M

Discretionary

$943M

100% of AUM

Avg account

$135M

Accounts

7

Employees

15

Advisory reps

6

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents1%
Other1%

Owners & executives

3 of 4

Timothy 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

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Contacts

2 of 2

Carrie Morris
Managing PartnerCRD 6919405
Peter Hawkings
Managing Director, General CounselCRD 6710272

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$1.8M in ETFs

Passive

100%

$1.8M

Active

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%

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address: 1133 Yonge St
Office locations

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