Hillsdale Investment Management Inc.

RIASEC RegisteredEst. 2006

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 SEC-registered investment manager (since 2006) organized as a corporation and structured around hedge-fund-style strategies and pooled vehicles. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its fee model combines a percentage-of-assets component with performance-based fees, and the firm identifies itself as an active ESG investor. Hillsdale reports it is not primarily a capital allocator and is not registered as a multi-state adviser.