Investment adviser · CRD 330682
HEWARD INVESTMENT MANAGEMENT INC.
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Dec 18, 2024
- Regulatory AUM
- $446M Form ADV · Item 5.F
- Client accounts
- 288 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 6 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 | 4 | $266,156,392 | 59.7% |
| High-net-worth individuals | 41 | $129,256,765 | 29.0% |
| Individuals | 180 | $41,775,255 | 9.4% |
| Charities | 6 | $8,347,444 | 1.9% |
Filing source
Form ADV 1920940 · Dec 18, 2024 · 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: Dec 18, 2024. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
2115 RUE DE LA MONTAGNEMONTREAL, QUEBEC, H3G 1Z8, Canada
CRD 330682
Filing source
Form ADV 1920940 · Dec 18, 2024 · 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.