CALGARY, ALBERTACRD 159100Latest ADV March 30, 2026
Mawer Investment Management Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Calgary, Alberta. Its latest Form ADV filing, dated March 30, 2026, reports $40.9B in regulatory assets under management, 278 employees, 2 offices, and 12,669 accounts.
Assets Under Management
$40.9B
Employees
278
Offices
2 offices
Total Clients
6,075
Primary office
CALGARY, ALBERTA
517-10TH AVENUE SW, SUITE 600, CALGARY, ALBERTA, Canada
Top client segmentIndividuals represent 69.5% of total clients.
Top client categories% of clientsClients
1
Individuals
69.5%
4,222
2
Corporations
12.5%
761
3
HNWI
12.1%
738
4
Charitable
2.8%
171
5
Pension Plans
1.5%
90
Additional categories (<0.1%)
Investment Cos.<5 clients
Other Advisers<5 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40.9Bas of March 30, 2026
Discretionary98.4%
$40.3B
98% of total RAUM98.4%
Non-discretionary1.6%
$643M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$40.9B
Total Accounts12,669
10Y AUM Change+$15.9B (+63.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees278
Clients per Employee22:1
10Y Employee Change+162 (+139.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.