Hazelview Securities Inc.
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 293469
- Registered since
- June 6, 2018
- Website
- www.hazelview.com
- Custodians
- HELABA LANDESBANK HESSEN THÜRINGEN, CIBC WORLD MARKETS CORP., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.5%
- Other Investment Advisers38.5%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hazelview Securities Inc. is a corporation operating as an institutional Registered Investment Adviser and broker-dealer. The firm registered with the SEC in 2018 and is owned by a combination of a foreign entity and an individual. Its client base is institutional and its advisory work includes portfolio management for pooled investment vehicles as well as for businesses and other institutions. Hazelview charges typical asset-based fees and can collect performance-based fees. It does not identify as an active ESG investor and is not presented as a multi-state adviser or a pension consultant. The firm is listed as an adviser and a sponsor of limited partnerships (excluding pooled investment 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 Equities98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 4
Timothy Fitzpatrick
Vice President, Chief Compliance OfficerCRD 6950690
Corrado Russo
Chief Investment Officer and Managing PartnerCRD 5728100
Ugo Bizzarri
Managing Partner and Chief Executive OfficerCRD 6449796
Contacts
2 of 2
Carrie Morris
Managing PartnerCRD 6919405
Peter Hawkings
Managing Director, General CounselCRD 6710272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND (VNQI) | Vanguard | Passive | Global Real Estate | $1.1M | 24,700 | 100.00% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 1133 Yonge St
- Office locations
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