TORONTO, ONTARIOCRD 293469Latest ADV March 30, 2026
Hazelview Securities 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 30, 2026, reports $943M in regulatory assets under management, 15 employees, and 7 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 57.1% of total clients.
Top client categories% of clientsClients
1
Other Advisers
57.1%
4
2
Pooled Investment Vehicles
42.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$943Mas of March 30, 2026
Discretionary100.0%
$943M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$943M
Total Accounts7
10Y AUM Change+$12M (+1.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee0:1
10Y Employee Change+2 (+15.4%)
* 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.