Mawer Investment Management Ltd.

Registered investment adviser · Calgary, Alberta · CRD #159100

Form ADV data as of 2026-09-01

Regulatory assets

$40.94 billion

Total accounts

12,669

Employees

278

Disclosure events

Firm details

Website: https://www.linkedin.com/company/mawer-investment-management/
Telephone: 403-262-4673
SEC file number: 801-74336
Most recent Form ADV filing: 2026-03-30
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	$40.30 billion
Non-discretionary regulatory assets under management	$643.1 million
Total regulatory assets under management	$40.94 billion
Discretionary accounts	12,583
Non-discretionary accounts	86
Total accounts	12,669
Regulatory assets under management attributable to non-U.S. persons	$38.33 billion

People

Total employees (excluding clerical)	278
Employees performing investment advisory functions (including research)	87
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	1
Firms or persons who solicit advisory clients on the firm's behalf	0

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 managementPerformance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops

Other business activities

Other financial product salesperson

Affiliated related persons

Other investment adviser (including financial planners)Insurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,222	$2.45 billion
High net worth individuals	738	$3.11 billion
Investment companies	1	$227.0 million
Pooled investment vehicles (other than investment companies and BDCs)	83	$19.96 billion
Pension and profit sharing plans (not the participants or government plans)	90	$4.99 billion
Charitable organizations	171	$2.99 billion
State or municipal government entities (including government pension plans)	7	$1.94 billion
Other investment advisers	1	$306.5 million
Sovereign wealth funds and foreign official institutions	1	$694.2 million
Corporations or other businesses not listed above	761	$4.27 billion