Manitou Investment Management Ltd.

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$1.6M
Accounts
1,492
Employees
21
Advisory reps
13

Firm details

Headquarters
Toronto Ontario,
CRD number
319213
Registered since
September 13, 2022
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI53.23%
  • Pooled Investment Vehicles32.56%
  • Other Investment Advisers4.53%
  • Individuals2.96%
  • Pension & Profit Sharing Plans2.62%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manitou Investment Management Ltd. is a corporation that provides discretionary portfolio management to individuals, pooled investment vehicles, and institutional clients. The firm bills clients via a combination of assets-under-management fees and performance-based charges. It is identified as a foreign/individual-owned entity and has been SEC-registered since 2022. Manitou does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Private Funds 47%, Sovereign Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%47%
  • Exchange Traded Equities47%
  • Private Funds47%
  • Sovereign Bonds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Alanna Marshall

    Alanna Marshall

    Chief Investment OfficerCRD 7539307

  • Deborah O'reilly

    Deborah O'reilly

    Chief Financial OfficerCRD 7539295

  • James Meadows

    James Meadows

    Chief Operations OfficerCRD 7539303

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Contacts

3 of 9
  • Van-khanh Nguyen-dinh

    Van-khanh Nguyen-dinh

    Investment Analyst & Portfolio ManagerCRD 7539301

  • Mark Gaskin

    Mark Gaskin

    PresidentCRD 7539313

  • Robert Scotchmer

    Robert Scotchmer

    Independent DirectorCRD 7539293

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
150 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth