Asset manager · Toronto, Ontario, Canada
Cidel Asset Management Inc
SEC-registered investment adviser · CRD 172640 · SEC 801-80326
At a glance
Cidel Asset Management Inc is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $4.8 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is corporations or other businesses, and it reports 1,174 individual clients. By Form ADV it is a asset manager, ranked 707th of 3,218 asset managers and 2,160th of 17,210 SEC-registered advisers by assets.
Main office 416-977-6767cidel.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.8B
- Rank among asset managers
- #707 of 3,218
- Rank among all SEC RIAs
- #2,160 of 17,210
- Individual clients
- 1,174
- High-net-worth clients
- 386
- Accounts
- 1,550
- Discretionary
- 96% of AUM
- Employees
- 73
- Advisory staff
- 32
- Offices
- 1
Owners and executives on its Form ADV
- Arthur M HeinmaaInvestment Committee Member/cio/executive Committee
- Bryan TamblynChief Compliance Officer
- Henry PerrenChairman
- Hilton SacksExecutive VP
- James PorterExecutive VP
- Paul BuchananCFO
- Bradley GibbertSenior VP
- Christopher ShawVp
- Tammy MeinsteinCorporate Secretary
- Ron PattonDirector
- Criag RimerSigning Officer
Custody and brokerage
6 custodians
- Cidel Trust Company CanadaAffiliate of the firm$3.4B70%
- Royal Bank of Canada$742M15%
- State Street$503M10%
- National Bank Independent Network$144M3%
- Northern Trust$15M<1%
- Aviso Wealth$14M<1%
Other RIAs using Cidel Trust Company CanadaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 204 | $2.0B | 41% |
| Other | 161 | $1.3B | 27% |
| High-net-worth individuals | 386 | $1.2B | 25% |
| Individuals | 788 | $261M | 5% |
| Pension and profit sharing plans | 8 | $79M | 2% |
| Insurance companies | – | $3M | <1% |
Disciplinary disclosures
Cidel Asset Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cidel.com ↗
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The full record on Cidel Asset Management Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 712 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Cidel Asset Management Inc manage?
Cidel Asset Management Inc reports $4.8 billion in regulatory assets under management across 1,550 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Cidel Asset Management Inc?
Cidel Asset Management Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Cidel Asset Management Inc’s clients?
By assets, its largest client types are corporations or other businesses ($2.0 billion, 204 clients); other ($1.3 billion, 161 clients); high-net-worth individuals ($1.2 billion, 386 clients).
Does Cidel Asset Management Inc have any disciplinary history?
Cidel Asset Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cidel Asset Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →