SEC Form ADV

MAWER INVESTMENT MANAGEMENT LTD.

Firm profile: Mawer Investment Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$40.9B
Assets Under Management
12,669
Total Clients
278
Employees
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Registration Details

Accession
CRD-159100
Location
CALGARY, ALBERTA, CA
Filing Date
March 30, 2026
AUM
$40.9B
Total Clients
12,669
Institutional Clients
353
Employees
278
Amendment
No

Client Types

IndividualsHNW IndividualsInvestment CompaniesPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersSovereign Wealth FundsCorporations

Private Funds

17 private funds reported on Form ADV Schedule D 7.B.1, $26.2B in combined gross assets.

  • MAWER INTERNATIONAL EQUITY FUNDOther Private Fund$4.8B
  • MAWER GLOBAL EQUITY FUNDOther Private Fund$4.7B
  • MAWER CANADIAN EQUITY FUNDOther Private Fund$3.0B
  • MAWER BALANCED FUNDOther Private Fund$2.9B
  • MAWER CANADIAN BOND FUNDOther Private Fund$2.4B
  • MAWER U.S. EQUITY FUNDOther Private Fund$2.4B
  • MAWER GLOBAL SMALL CAP FUNDOther Private Fund$1.5B
  • MAWER TAX EFFECTIVE BALANCED FUNDOther Private Fund$1.2B
  • MAWER NEW CANADA FUNDOther Private Fund$1.0B
  • MAWER GLOBAL BALANCED FUNDOther Private Fund$609.5M
  • MAWER GLOBAL CREDIT OPPORTUNITIES FUNDOther Private Fund$507.8M
  • MAWER EMERGING MARKETS EQUITY FUNDOther Private Fund$419.9M
  • MAWER CANADIAN MONEY MARKET FUNDOther Private Fund$392.0M
  • MAWER U.S. MID CAP EQUITY FUNDOther Private Fund$303.5M
  • MAWER GLOBAL EQUITY FUND LLCOther Private Fund$1.4M
  • MAWER EAFE LARGE CAP FUND LLCOther Private Fund$1.4M
  • MAWER EMERGING MARKETS EQUITY FUND LLCOther Private Fund$1.2M

About this Adviser

MAWER INVESTMENT MANAGEMENT LTD. is a registered investment adviser headquartered in CALGARY, ALBERTA, CA, managing approximately $40.9B in assets across 12,669 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.