PCJ INVESTMENT COUNSEL LTD.
Latest filing: Mar 28, 2025 (99 days ago)
AUM
$703,970,311
18% change vs. 1 year ago
4% change vs. 3 years ago
69% change vs. 5 years ago
-74% change vs. 10 years ago
Employee Count
10
0% change vs. 1 year ago
0% change vs. 3 years ago
67% change vs. 5 years ago
43% change vs. 10 years ago
Main Office
TORONTO, ONTARIO,
130 KING STREET WEST, TORONTO, ONTARIO, , CANADA, M5X 1C8
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.6 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC INVESTOR SERVICES TRUST | TORONTO, ON--CAN | $0.3 |
| STATE STREET COMPANY CANADA | TORONTO, ON--CAN | $0.1 |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | TORONTO, ON--CAN | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 67% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 31% | $0.2 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | $49.4 | 107557 | |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | $6.0 | 161512 | |
| NS PARTNERS LTD | $5.5 | 110625 | |
| VERGENT ASSET MANAGEMENT LLP | $1.2 | 290165 | |
| FORTWOOD CAPITAL LP | $0.3 | 329381 | |
| CRESTPOINT ASSET MANAGEMENT LTD. | $0.0 | - | |
| SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD. | $0.0 | - | |
| CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD. | $0.0 | - | |
| PCJ ABSOLUTE RETURN FUND GP LLC | $0.0 | - | |
| CONNOR, CLARK & LUNN FUNDS INC. | $0.0 | - | |
| CONNOR, CLARK & LUNN (CANADA) LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| ALTOSAAR, HEIKI, ENN | PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER |
| ROBITAILLE, PATRICK, DAVID | CORPORATE SECRETARY |
| HASENAUER, ERIC, ROMAN | SN. VICE PRESIDENT,CO-HEAD |
| SIMONETTE, GARY, J | VICE PRESIDENT |
| POSMAN, ADAM, TODD | DIRECTOR & PRESIDENT |
| MARZEC, TIMOTHY, MICHAEL | VICE PRESIDENT |
| REYNOLDS, STEPHEN, EDWARD | VICE PRESIDENT |
| WALSH, MICHAEL, JOHN | DIRECTOR |
| RICKETTS, JOHN, WYATT | SN. VICE PRESIDENT,CO-HEAD |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.1 | 18% | 10 | 0 | 0% |
| 2023-04-04 | $0.6 | $0.2 | 28% | 10 | 0 | 0% |
| 2022-04-01 | $0.7 | $0.0 | 4% | 10 | 0 | 0% |
| 2021-04-05 | $0.5 | $0.2 | 37% | 10 | 0 | 0% |
| 2020-04-01 | $0.4 | $0.3 | 69% | 6 | 4 | 67% |
| 2019-04-01 | $1.5 | -$0.8 | -52% | 6 | 4 | 67% |
| 2018-04-02 | $2.1 | -$1.4 | -67% | 6 | 4 | 67% |
| 2017-04-01 | $2.4 | -$1.7 | -70% | 6 | 4 | 67% |
| 2016-04-01 | $2.2 | -$1.4 | -67% | 7 | 3 | 43% |
| 2015-04-01 | $2.7 | -$2.0 | -74% | 7 | 3 | 43% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV