Manitou Investment Management Ltd.

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$1.6M
Accounts
1,492
Employees
21
Advisory reps
13

Firm details

Headquarters
Toronto Ontario,
CRD number
319213
Registered since
September 13, 2022
Website
manitouinvestment.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI53.23%
  • Pooled Investment Vehicles32.56%
  • Other Investment Advisers4.53%
  • Individuals2.96%
  • Pension & Profit Sharing Plans2.62%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manitou Investment Management Ltd. is a corporate investment adviser that works with individuals, families and institutional clients. The firm manages portfolios directly for individuals and small businesses, oversees pooled investment vehicles and provides portfolio management for businesses or institutions. It is registered with the SEC (registered in 2022). Ownership is noted as a mix of a foreign entity and individual ownership. Manitou charges both a percentage-of-AUM fee and can collect performance-based fees. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Private Funds 47%, Sovereign Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%47%
  • Exchange Traded Equities47%
  • Private Funds47%
  • Sovereign Bonds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Dale O'connor

    Dale O'connor

    Chief Compliance Officer & ControllerCRD 6599481

  • Alanna Marshall

    Alanna Marshall

    Chief Investment OfficerCRD 7539307

  • Deborah O'reilly

    Deborah O'reilly

    Chief Financial OfficerCRD 7539295

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Contacts

3 of 9
  • Talia Rovinski

    Talia Rovinski

    Senior Investment CounselorCRD 7539309

  • Robert Scotchmer

    Robert Scotchmer

    Independent DirectorCRD 7539293

  • Bryce Douglas

    Bryce Douglas

    Client Relationship ManagerCRD 2587590

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$5.9K in ETFs

Passive

0%

$0

Active

0%

$5.9K

ETFProviderStyleCategoryValueShares% of portfolio
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR)$5.9K275100.00%

Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
150 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth