CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

RIASEC RegisteredEst. 2014

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 operates as an institutional-focused investment manager organized as a corporation and SEC-registered since 2014. The firm is classified in FINTRX as a hedge fund and other fund provider and is owned by a combination of a foreign entity and an individual. Its advisory mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. Compensation combines asset-based fees with performance fees. The firm is not identified as an active ESG investor and is not reported as a multi-state adviser.