Honeytree Investment Management Ltd.
- Regulatory AUM
- $13.6M
- Discretionary
- $13.6M
- Clients
- 12
- Avg AUM / client
- $1.1M
- Accounts
- 12
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Nov 11, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $472K | 3.47% |
| High net worth individuals | 5 | $4.8M | 35.4% |
| Investment companies | 1 | $8.3M | 61.1% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glick, Paula | Chief Financial Officer/Chief Operating Officer/Shareholder/Director | Nov 2018 (8y) | 25% – 50% | |
| Simmie, Marjorie, Elizabeth | Chief Executive Officer/Chief Compliance Officer/ Chief Investment Officer/Shareholder/Director | Nov 2018 (8y) | 25% – 50% | |
| Simmie, Allan, Peter | Partner | Apr 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/11/2025 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SHARE IN ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Credential Qtrade Securities Inc. $5.3M (39% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 11, 2025.
View current Form ADV (SEC/IAPD) ↗