Manitou Investment Management Ltd.
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 463
- Avg AUM / client
- $5.2M
- Accounts
- 1,492
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 217 | $71.6M | 2.96% |
| High net worth individuals | 220 | $1.3B | 53.2% |
| Pooled investment vehicles (non-investment companies) | 6 | $789M | 32.6% |
| Pension and profit sharing plans | 2 | $63.6M | 2.62% |
| Charitable organizations | 5 | $54.1M | 2.23% |
| Other investment advisers | 5 | $110M | 4.53% |
| Insurance companies | 7 | $35.5M | 1.46% |
| Corporations and other businesses | 1 | $9.9M | 0.41% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boxer, John Graham, Richard | Director / Shareholder | Jan 2010 (17y) | Less than 5% | |
| Gaskin, Mark, Gordon Mansfield | President / Shareholder | Jan 2010 (17y) | ≈ 18.75% – 50% via Coaltan Holdings Inc. | |
| O'reilly, Deborah, Anne | Chief Financial Officer / Shareholder | Jan 2010 (17y) | ≈ 7.5% – 25% via 3203654 Canada Inc. | |
| Scotchmer, Robert, Alfred Stephen | Director / Shareholder | Jan 2010 (17y) | 10% – 25% | |
| Douglas, Bryce, Charles | Shareholder | May 2014 (12y) | 5% – 10% | |
| Nguyen Dinh, Van Khanh | Shareholder | May 2017 (9y) | 5% – 10% | |
| Rovinski, Talia, (Nmn) | Shareholder | May 2017 (9y) | 5% – 10% | |
| Meadows, James, Andrew | Chief Operating Officer / Sharholder | May 2018 (8y) | 5% – 10% | |
| Lizzola, Alanna, Marie Marshall | Chief Investment Officer / Shareholder | May 2019 (7y) | 5% – 10% | |
| O'connor, Dale, Anthony | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Stuart George Baker | Registered representative | CFA | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Coaltan Holdings Inc. | Shareholder | Jan 2010 | A | 25% – 50% |
| 3203654 Canada Inc. | Shareholder | Aug 2023 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gaskin, Mark, Gordon Mansfield: 75% – 100% of Coaltan Holdings Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- O'reilly, Deborah, Anne: 75% – 100% of 3203654 Canada Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
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) | 03/30/2026 | 957 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $1.5B (64% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗