Connor Clark & Lunn Investment Management Ltd

RIASEC Registered

Total AUM

$85.6B

Discretionary

$85.6B

100% of AUM

Avg account

$236M

Accounts

362

Employees

155

Advisory reps

Firm details

Headquarters: Vancouver, British Columbia,
CRD number: 107557
Registered since: April 17, 2014
Website: cclinvest.cclgroup.com
Custodians: STATE STREET BANK AND TRUST COMPANY, RBC IST, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles35%
State / Municipal Government21.38%
Pension & Profit Sharing Plans15.78%
Insurance Companies12.13%
Other Investment Advisers6.93%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Connor Clark & Lunn Investment Management Ltd is a corporate investment manager that registers with the SEC and operates primarily for institutional clients. The firm is classified in FINTRX as a hedge fund and other fund provider, charging both a percentage-of-assets fee and performance-based fees. Its advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. The firm also appears in roles beyond adviser — acting as a sponsor, general partner or managing member of pooled vehicles and maintaining CPO/CTA or other investment-adviser affiliations. Connor Clark & Lunn is not flagged as an active ESG investor in the dataset and is not listed as a multi-state or newly formed adviser.