{"url":"https://nivawealth.com/firms/mawer-investment-management-159100","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159100","regulatoryAum":40940394256,"crd":"159100","secFileNumber":"801-74336","legalName":"Mawer Investment Management LTD.","displayName":"Mawer Investment Management","website":"https://www.mawer.com","linkedinUrl":"https://www.linkedin.com/company/mawer-investment-management/","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"December","headquarters":{"street":"517-10th Avenue SW, Suite 600","city":"Calgary, Alberta","state":"","stateName":"","country":"Canada","postalCode":"T2R 0A8"},"tradeNames":[],"registration":{"secApproved":"19 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":278,"advisory":87,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"discretionary":40297322533,"discretionaryAccounts":12583,"nonDiscretionary":643071723,"nonDiscretionaryAccounts":86,"wrapProgram":0,"nonUsClientsPct":99,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":4222,"regulatoryAum":2453669272},{"label":"High-net-worth individuals","clients":738,"regulatoryAum":3107128639},{"label":"Investment companies","clients":1,"regulatoryAum":226996023},{"label":"Pooled investment vehicles","clients":83,"regulatoryAum":19957554921},{"label":"Pension and profit-sharing plans","clients":90,"regulatoryAum":4992402384},{"label":"Charitable organizations","clients":171,"regulatoryAum":2987802366},{"label":"State or municipal government entities","clients":7,"regulatoryAum":1939905364},{"label":"Other investment advisers","clients":1,"regulatoryAum":306473353},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":694222449},{"label":"Corporations and other businesses","clients":761,"regulatoryAum":4274239485}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Mawer Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Bruce Geddes","title":"Chief Executive Officer","crd":"8246036"},{"name":"Eric Wetlaufer","title":"Interim Chief Executive Officer","crd":"2687457"},{"name":"Kent Kaufield","title":"Chief Financial Officer","crd":"8066925"},{"name":"George Mawhinney","title":"Chief Financial Officer, Mawer Investment Funds, Shareholder","crd":"7531628"},{"name":"Keri Peacock","title":"Chief Operating Officer","crd":"4161543"},{"name":"Nahid Dawood","title":"Chief Compliance Officer (canada), Shareholder","crd":"7245894"},{"name":"Marie-Claude Lepage","title":"Head, Risk Management and Chief Compliance Officer (usa), Shareholder","crd":"7720434"},{"name":"Robert Broley","title":"Director of Client Management, Shareholder","crd":"4748203"},{"name":"Robert Campbell","title":"Director, Shareholder","crd":"7896186"},{"name":"Crista Caughlin","title":"Director, Shareholder","crd":"8066872"},{"name":"Jean-Philippe Giguere","title":"Director, Shareholder","crd":"8246039"},{"name":"James Hall","title":"Chief Investment Officer, Shareholder","crd":"5988948"},{"name":"Andrew Johnson","title":"Director, Shareholder","crd":"8066874"},{"name":"David Ragan","title":"Director, Shareholder","crd":"5989021"},{"name":"Geoffrey Ritchie","title":"Vice Chair, General Counsel, Shareholder","crd":"6286157"},{"name":"Craig Senyk","title":"Chair, Shareholder","crd":"5989003"},{"name":"Elyse Van Spronsen","title":"Corporate Secretary, Shareholder","crd":"7531625"},{"name":"Vijay Viswanathan","title":"Director of Research, Shareholder","crd":"6171328"},{"name":"Allison Webb","title":"Chief Marketing and People Officer, Shareholder","crd":"6624657"}],"ownership":[{"label":"James Hall","detail":"Chief investment officer, shareholder in the 5% to 10% ownership band and a control person, since July 2025. Also a shareholder of Krieghoff Capital Management LTD. in the 75% or more band and a control person, since December 1999."},{"label":"Senyk Investment Management LTD.","detail":"Shareholder in the 5% to 10% ownership band, since June 2003."},{"label":"Krieghoff Capital Management LTD.","detail":"Shareholder in the 5% to 10% ownership band, since January 2015."},{"label":"Rising Rock LTD.","detail":"Shareholder in the 5% to 10% ownership band, since January 2022."},{"label":"Confluence Capital Corp.","detail":"Shareholder in the 5% to 10% ownership band, since June 2021."},{"label":"Jeff Mo Enterprises Inc.","detail":"Shareholder in the 5% to 10% ownership band, since June 2022."},{"label":"Craig Senyk","detail":"Indirect owner: a shareholder of Senyk Investment Management LTD. in the 75% or more band and a control person, since June 2003.","parent":"Senyk Investment Management LTD."},{"label":"David Ragan","detail":"Indirect owner: a shareholder of Confluence Capital Corp. in the 75% or more band and a control person, since April 2016.","parent":"Confluence Capital Corp."},{"label":"Peter Lampert","detail":"Indirect owner: a shareholder of Rising Rock LTD. in the 50% to 75% band and a control person, since December 2011.","parent":"Rising Rock LTD."},{"label":"Jeffrey Mo","detail":"Indirect owner: a shareholder of Jeff Mo Enterprises Inc. in the 75% or more band and a control person, since December 2011.","parent":"Jeff Mo Enterprises Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"403-262-4673","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Sovereign bonds","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":74},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":17},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159100/PDF/159100.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mawer Investment Management have?","answer":"Mawer Investment Management has 6,075 clients and manages $40.9 billion for them, as of March 2026. They include 4,222 other individuals, 761 corporations and other businesses and 738 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mawer Investment Management offer?","answer":"Mawer Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Mawer Investment Management have?","answer":"Mawer Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 278 employees, and 87 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 1 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mawer Investment Management invest in?","answer":"At the end of its last fiscal year, Mawer Investment Management’s separately managed accounts held 74% pooled vehicles (private funds and similar), 24% exchange-traded equities, 1% sovereign bonds and 1% cash and equivalents. It advises 17 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mawer Investment Management?","answer":"Mawer Investment Management is owned through holding companies by Craig Senyk, David Ragan, Peter Lampert and Jeffrey Mo. Its direct owners are James Hall, Senyk Investment Management LTD., Krieghoff Capital Management LTD., Rising Rock LTD., Confluence Capital Corp. and Jeff Mo Enterprises Inc., each holding 10% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mawer Investment Management get paid?","answer":"Mawer Investment Management is paid through a percentage of assets under management and performance-based fees. 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