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 corporation registered with the SEC since 2006 that operates as an investment manager with a hedge-fund orientation. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. Its compensation mixes a standard percentage-of-AUM fee with performance-based fees, consistent with an active, outcomes-driven investment approach. Ownership is indicated as a mix of domestic entities, foreign entities and individuals. Hillsdale identifies as an active ESG investor.