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Cundill Investment Research Ltd. (Vancouver)


Cundill Investment Research Ltd. is a large advisory firm based in Vancouver. It manages $2.33 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2005.

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Cundill Investment Research provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cundill Investment Research: assets under management

The assets under management (AUM) of Cundill Investment Research Ltd. is $2.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cundill Investment Research Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vancouver

The principal office where Cundill Investment Research Ltd. performs its advisory services is located at 1055 West Georgia Street, Vancouver, V6 E 3 R5, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 604 601 8300 or by fax 604 601 8301. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cundill.com.


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