Cidel Asset Management Inc

Registered investment adviser · Toronto, Ontario · CRD #172640

Form ADV data as of 2026-09-01

Regulatory assets

$4.80 billion

Total accounts

1,550

Employees

Disclosure events

Firm details

Website: https://loricaic.ca/
Telephone: 416-977-6767
SEC file number: 801-80326
Most recent Form ADV filing: 2026-03-27
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.59 billion
Non-discretionary regulatory assets under management	$211.1 million
Total regulatory assets under management	$4.80 billion
Discretionary accounts	1,486
Non-discretionary accounts	64
Total accounts	1,550
Regulatory assets under management attributable to non-U.S. persons	$4.76 billion

People

Total employees (excluding clerical)	73
Employees performing investment advisory functions (including research)	32
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	12

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsOther

Affiliated related persons

Other investment adviser (including financial planners)Banking or thrift institutionTrust companySponsor, general partner, or managing member of pooled investment vehicles

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	788	$261.2 million
High net worth individuals	386	$1.20 billion
Pension and profit sharing plans (not the participants or government plans)	8	$78.9 million
Insurance companies	Not reported	$3.5 million
Corporations or other businesses not listed above	204	$1.99 billion
Other	161	$1.27 billion