SEC-Registered Investment Adviser
Mawer Investment Management LTD.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 30, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 19, 2012
- Principal office
- 517-10th Avenue SW, Suite 600, Calgary, Alberta T2r 0a8
- Organized as
- Corporation
- Fiscal year end
- December
- Other offices
- 2
Scale
- Regulatory AUM
- $40.9B
- Discretionary / non-discretionary
- $40.3B / $643.1M
- Attributable to non-US clients
- $38.3B
- Accounts
- 12,669
- Clients
- 0
- Employees
- 278, 87 in advisory roles
- Private funds advised
- 17
- Private fund gross assets
- $26.2B
- Fund types
- 17 other private funds
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (4,222); high net worth individuals (738); investment companies (1); pooled investment vehicles (83); pension and profit sharing plans (90); charitable organizations (171); state or municipal government entities (7); other investment advisers (1); sovereign wealth funds and foreign official institutions (1); corporations or other businesses (761)
- Also engaged as
- other financial product salesperson
- Related persons include
- another investment adviser, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 30, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.