Manitou Investment Management Ltd.
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
FINTRXOverview
Manitou Investment Management Ltd. is a corporation registered with the SEC in 2022 that provides discretionary portfolio management to individuals, families, pooled investment vehicles and institutional clients. The firm’s client base blends individual and family relationships with institutional mandates. Its fee model combines a traditional percentage-of-AUM charge with performance-based fees. Manitou does not identify as an active ESG investor and is not described as a multi-state adviser, pension consultant, or related adviser. Advisory responsibilities explicitly include management of separate accounts and pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities47%
- Private Funds47%
- Sovereign Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 4
Alanna Marshall
Chief Investment OfficerCRD 7539307

Deborah O'reilly
Chief Financial OfficerCRD 7539295

James Meadows
Chief Operations OfficerCRD 7539303
Contacts
3 of 9
Van-khanh Nguyen-dinh
Investment Analyst & Portfolio ManagerCRD 7539301

Mark Gaskin
PresidentCRD 7539313

Robert Scotchmer
Independent DirectorCRD 7539293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$5.8K in ETFs
0%
$0
0%
$5.8K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR) | $5.8K | 275 | 100.00% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 150 King St W
- Office locations
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