CUMBERLAND INVESTMENT COUNSEL INC.
CRD 110887 · SEC 801-41265
Large incorporated asset manager or corporate group — typically not a local adviser team.
99 YORKVILLE AVENUE, 3F, TORONTO ONTARIO, M5R 3K5, Canada
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.41B
Team
19 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-12-22
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $38.8M |
| High net worth individuals | 12 | $31.7M |
| Pooled investment vehicles | 10 | $1.33B |
| Charitable organizations | 1 | $3.3M |
| Corporations/business entities | 2 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD