Investment adviser · CRD 110887
CUMBERLAND INVESTMENT COUNSEL INC.
Investment adviser filing (IA)
TORONTO ONTARIO, Canada · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 48 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 10 | $1,328,131,003 | 94.5% |
| Individuals | 23 | $38,807,020 | 2.8% |
| High-net-worth individuals | 12 | $31,687,525 | 2.3% |
| Corporations & businesses | Fewer than 5 | $3,851,812 | 0.3% |
| Charities | Fewer than 5 | $3,294,096 | 0.2% |
Filing source
Form ADV 2135286 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
99 YORKVILLE AVENUE, 3FTORONTO ONTARIO, M5R 3K5, Canada
CRD 110887
Filing source
Form ADV 2135286 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.