Tempered Investment Management Ltd.

RIASEC RegisteredEst. 2021

Total AUM

$162M

Discretionary

$162M

100% of AUM

Avg account

$16.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: North Vancouver British Columbia,
CRD number: 158837
Registered since: May 19, 2021
Website: temperedinvestment.ca
Custodians: THE BANK OF NEW YORK MELLON, NBIN
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles82.26%
Corporations / Businesses9.05%
HNWI7.43%
Insurance Companies1.25%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tempered Investment Management Ltd. is a corporation registered with the SEC in 2021 that operates as an institutional registered investment adviser. The firm identifies as being owned by a combination of a foreign entity and an individual. Its primary client base is institutional, though its ADV also lists portfolio management for individuals/small businesses and for pooled investment vehicles. Tempered Investment Management Ltd. is not organized as a capital allocator; it charges fees based on a percentage of assets under management and can apply performance-based fees on certain mandates. The adviser does not report active ESG investing and is not designated as a multi-state adviser.