TORONTO, ONTARIOCRD 172640Latest ADV March 27, 2026
Cidel Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 27, 2026, reports $4.8B in regulatory assets under management, 73 employees, and 1,550 accounts.
Assets Under Management
$4.8B
Employees
73
Offices
--
Total Clients
1,547
Primary office
TORONTO, ONTARIO
60 BLOOR STREET WEST, 9TH FLOOR, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
788
2
HNWI
25.0%
386
3
Corporations
13.2%
204
4
Irrevocable Trusts/Estates
10.4%
161
5
Pension Plans
0.5%
8
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of March 27, 2026
Discretionary95.6%
$4.6B
96% of total RAUM95.6%
Non-discretionary4.4%
$211M
4% of total RAUM4.4%
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$4.8B
Total Accounts1,550
10Y AUM Change+$690M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees73
Clients per Employee21:1
10Y Employee Change-2 (-2.7%)
* 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.