DFX Intelligence

I••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 10b 100b

I••••••

I•••••• CANADA LTD., CRD 126572

TORONTO, ONTARIO

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Search this name across graphsid dfx:ria:02d2460d-5ebf-3929-ed50-f35ebeb5c1ff

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 54
Dated events: 21
On other graphs: 1
Observed: Dec 19, 2011 to Mar 31, 2026
44 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

I••••••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20B••• Locked
Discretionary RAUM: $20B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 82
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I•••••• G••••• D••••• R••• E••••• F•••	Real Estate Fund	$615M	Nov 26, 2024	25	Mar 30, 2020	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••• S••••••	Secretary	Na	yes	01/2019	Feb 25, 2020	Nov 26, 2024
A••••••••• J••••••••• •••••	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Feb 25, 2020	Nov 26, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I•••••• C•••••• M••••••••• L••	n/a	ASSET_M••••••	$941B	N	yes	n/a
I•••••• A•••••••• I•••	n/a	ASSET_M••••••	$750B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
TORONTO, ONTARIO	n/a	Canada	4	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$20B	$18B	8.6%	$18B	3.5%	82	91	1	2

Relationships

Affiliated with (41)

← I•••••• H••• K••• L••••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← I•••••• C•••••• M••••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← I•••••• M•••••• A•••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← I•••••• A•••••••• I•••Registered adviser

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 13, 2024
Control person joined
G•••• B•••••••• (Director, Chairman, Chief Executive Officer And President) appeared on Schedule A of I••••••
Form ADVobserved 7 days ago
Occurred
Sep 13, 2024
Control person left
Mark John Zerr (Director, Chairman, Chief Executive Officer And President) no longer on Schedule A of I•••••• (listed 2024-03-31, absent 2024-09-13)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
I•••••• reported RAUM $17.9B, down 29% from $25.3B (2022-03-30 to 2023-03-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02d2460d-5ebf-3929-ed50-f35ebeb5c1ff
First observed: Dec 19, 2011
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Controls (12)

← B••••••••• G••••OwnerD•••••OR, CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT, ownership code NA, individual
Sep 13, 2024 to Nov 26, 2024factForm ADV
← K••••••• J•••••• A•••••OwnerD•••••OR, ownership code NA, individual
Mar 31, 2021 to Nov 26, 2024factForm ADV
← C•••••••• P••••••• ••••OwnerS••••• VICE PRESIDENT, HEAD OF ETFS & INDEXED STRATEGIES, ownership code NA, individual
Jun 30, 2021 to Nov 26, 2024factForm ADV
← R••••••• J•••• ••••• C••••••OwnerD•••••OR, TRANSFER AGENCY, ownership code NA, individual
Dec 19, 2011 to Nov 26, 2024factForm ADV
← K•••••••• J•••• ••••••• D••••••OwnerHEAD OF BUSINESS STRATEGIES, ALTERNATIVES, ownership code NA, individual
Dec 19, 2011 to Nov 26, 2024factForm ADV
← M•••••• J••••• C•••••••••OwnerD•••••OR, ownership code NA, individual
May 18, 2016 to Nov 26, 2024factForm ADV
← A••••••••• J••••••••• •••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 25, 2020 to Nov 26, 2024factForm ADV
← A••••••• S••••••OwnerSECRETARY, ownership code NA, individual
Feb 25, 2020 to Nov 26, 2024factForm ADV
← S•••••••• S••••• E•••OwnerCHIEF FINANCIAL OFFICER, FUNDS & D•••••OR FINANCIAL REPORTING, ownership code NA, individual
Mar 31, 2021 to Nov 26, 2024factForm ADV
← I•••••• H•••••• C•••••• L•••••• •••OwnerSOLE SHAREHOLDER HOLDING ALL THE ISSUED COMMON SHARES, ownership code E, foreign entity
Mar 29, 2018 to Nov 26, 2024factForm ADV
← I•••••• L•••OwnerSOLE SHAREHOLDER HOLDING ALL THE ISSUED ORDINARY SHARES, ownership code E, foreign entity
Dec 19, 2011 to Nov 26, 2024factForm ADV
← I••••••• I•••OwnerSOLE SHAREHOLDER HOLDING ALL THE ISSUED COMMON SHARES, ownership code E, foreign entity
Jan 31, 2018 to Nov 26, 2024factForm ADV