Hillsdale Investment Management Inc.

RIASEC Registered

Total AUM

$7.8B

Discretionary

$7.8B

100% of AUM

Avg account

$33.8M

Accounts

230

Employees

Advisory reps

Firm details

Headquarters: Toronto,
CRD number: 137883
Registered since: January 27, 2006
Website: www.hillsdaleinv.com
Custodians: STATE STREET BANK AND TRUST COMPANY, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles86.08%
State / Municipal Government11.86%
Pension & Profit Sharing Plans1.67%
HNWI0.22%
Corporations / Businesses0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hillsdale Investment Management Inc. is a corporation registered with the SEC since 2006 that operates as a hedge-fund-style advisor to both individuals/families and institutional clients. The firm charges traditional percentage-of-AUM fees alongside performance-based fees, and it provides portfolio management for individual/small-business accounts, pooled investment vehicles, and institutional or business clients. Hillsdale is flagged as an active ESG investor, and its ownership is listed as a mix of a foreign entity and an individual. The firm is not designated as a multi-state adviser, pension consultant, capital allocator, or related adviser in the provided data. Its structure and fee arrangements are consistent with a manager that runs both discretionary separate accounts and sponsor-advised pooled funds.