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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

HAZELVIEW SECURITIES INC.

CRD 293469

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f4ba8ee-735c-74f7-0e64-5b0550021236

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: May 9, 2018 to Mar 30, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $943MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $943M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
SEC number: 801-113408
CRD: 293469
Filings on the tape: 13
First filed: May 9, 2018
Latest filed: Mar 30, 2026
Organised: Corporation
Website: hazelview.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BIZZARRI, UGO, (NMN)	Shareholder	E	yes	04/2021	May 9, 2018	Mar 29, 2024
BIZZARRI, UGO, (NMN)	CHIEF EXECUTIVE OFFICER, DIRECTOR	Na	yes	11/2020	May 9, 2018	Mar 29, 2024
CARICOLA LTD. (ONTARIO)	Shareholder	E	yes	04/2021	Mar 18, 2022	Mar 29, 2024
FITZPATRICK, TIMOTHY, JAMES	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	May 9, 2018	Mar 29, 2024
GOODNOUGH, CAMERON, BOYD	Director	Na	yes	06/2017	May 9, 2018	Mar 29, 2024
HAWKINGS, PETER, MICHAEL	GENERAL COUNSEL	Na	yes	03/2018	May 9, 2018	Mar 29, 2024
HAZELVIEW INVESTMENTS INC.	Shareholder	E	yes	06/2008	Nov 11, 2020	Mar 29, 2024
MORRIS, CARRIE, LYNN	Director	Na	yes	06/2008	May 9, 2018	Mar 29, 2024
RTM MANAGEMENT INC. (ONTARIO)	Shareholder	C	yes	12/2022	Mar 28, 2023	Mar 29, 2024
RUSSO, CORRADO, ROBERTO	Director	Na	yes	06/2017	May 9, 2018	Mar 29, 2024
TRE LUPI INC. (ONTARIO)	Shareholder	D	yes	12/2022	Nov 11, 2020	Mar 29, 2024
WONG, GIGI, CHING HAN	CHIEF FINANCIAL OFFICER	Na	yes	06/2016	May 9, 2018	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HAZELVIEW SECURITIES (US) LLC	n/a	Asset manager	$276M	N	yes	n/a
HAZELVIEW INVESTMENTS INC.	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$943M	$943M	15	9	n/a	n/a
2024	Mar 25, 2025	$1.1B	$1.1B	15	9	n/a	n/a
2023	Mar 29, 2024	$1.7B	$1.7B	15	8	n/a	n/a
2022	Mar 28, 2023	$3.3B	$3.3B	14	8	n/a	n/a
2021	Mar 18, 2022	$2.7B	$2.7B	13	7	n/a	n/a
2020	Mar 26, 2021	$2.1B	$2.1B	13	7	n/a	n/a
2019	Mar 26, 2020	$1.7B	$1.7B	13	7	n/a	n/a
2018	Mar 27, 2019	$938M	$938M	13	7	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$943M	$1.1B	-15.5%	$3.3B	-34.4%	15	15	0	0

Relationships

Affiliated with (2)

→ HAZELVIEW SECURITIES (US) LLCRegistered adviserother investment adviser, common control
factForm ADV
← HAZELVIEW SECURITIES (US) LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (11)

← GOODNOUGH, CAMERON, BOYDOwnerDIRECTOR, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← RUSSO, CORRADO, ROBERTOOwnerDIRECTOR, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← WONG, GIGI, CHING HANOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← BIZZARRI, UGO, (NMN)OwnerSHAREHOLDER, ownership code E, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← HAWKINGS, PETER, MICHAELOwnerGENERAL COUNSEL, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← MORRIS, CARRIE, LYNNOwnerDIRECTOR, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← FITZPATRICK, TIMOTHY, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 9, 2018 to Mar 29, 2024factForm ADV
← CARICOLA LTD. (ONTARIO)OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 18, 2022 to Mar 29, 2024factForm ADV
← HAZELVIEW INVESTMENTS INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Nov 11, 2020 to Mar 29, 2024factForm ADV
← RTM MANAGEMENT INC. (ONTARIO)OwnerSHAREHOLDER, ownership code C, foreign entity
Mar 28, 2023 to Mar 29, 2024factForm ADV
← TRE LUPI INC. (ONTARIO)OwnerSHAREHOLDER, ownership code D, foreign entity
Nov 11, 2020 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 25, 2025
Regulatory AUM changed
Hazelview Securities Inc. reported RAUM $1.1B, down 33% from $1.7B (2024-03-29 to 2025-03-25)
Form ADVobserved 6 days ago
$-560M
Occurred
Mar 29, 2024
Regulatory AUM changed
Hazelview Securities Inc. reported RAUM $1.7B, down 50% from $3.3B (2023-03-28 to 2024-03-29)
Form ADVobserved 6 days ago
$-1.7B
Occurred
Mar 28, 2023
Regulatory AUM changed
Hazelview Securities Inc. reported RAUM $3.3B, up 26% from $2.7B (2022-03-18 to 2023-03-28)
Form ADVobserved 6 days ago
$682M
Occurred
Mar 18, 2022
Regulatory AUM changed
Hazelview Securities Inc. reported RAUM $2.7B, up 27% from $2.1B (2021-06-08 to 2022-03-18)
Form ADVobserved 6 days ago
$566M
Occurred
Nov 11, 2020
Control person left
Blair Robert Tamblyn (Chief Executive Officer, Director) no longer on Schedule A of Hazelview Securities Inc. (listed 2020-03-26, absent 2020-11-11)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2020
Control person joined
(Nmn) Ugo Bizzarri (Shareholder) appeared on Schedule A of Hazelview Securities Inc.
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Hazelview Securities Inc. reported RAUM $1.7B, up 84% from $938.1M (2019-03-27 to 2020-03-26)
Form ADVobserved 6 days ago
$790M
Occurred
May 9, 2018
First Form ADV filing
Timbercreek Investment Management Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f4ba8ee-735c-74f7-0e64-5b0550021236
First observed: May 9, 2018
Last observed: Mar 30, 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.

HAZELVIEW SECURITIES INC.

CRD 293469

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f4ba8ee-735c-74f7-0e64-5b0550021236

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIZZARRI, UGO, (NMN)

Shareholder

yes

04/2021

May 9, 2018

Mar 29, 2024

BIZZARRI, UGO, (NMN)

CHIEF EXECUTIVE OFFICER, DIRECTOR

yes

11/2020

May 9, 2018

Mar 29, 2024

CARICOLA LTD. (ONTARIO)

Shareholder

yes

04/2021

Mar 18, 2022

Mar 29, 2024

FITZPATRICK, TIMOTHY, JAMES

CHIEF COMPLIANCE OFFICER

yes

05/2018

May 9, 2018

Mar 29, 2024

GOODNOUGH, CAMERON, BOYD

Director

yes

06/2017

May 9, 2018

Mar 29, 2024

HAWKINGS, PETER, MICHAEL

GENERAL COUNSEL

yes

03/2018

May 9, 2018

Mar 29, 2024

HAZELVIEW INVESTMENTS INC.

Shareholder

yes

06/2008

Nov 11, 2020

Mar 29, 2024

MORRIS, CARRIE, LYNN

Director

yes

06/2008

May 9, 2018

Mar 29, 2024

RTM MANAGEMENT INC. (ONTARIO)

Shareholder

yes

12/2022

Mar 28, 2023

Mar 29, 2024

RUSSO, CORRADO, ROBERTO

Director

yes

06/2017

May 9, 2018

Mar 29, 2024

TRE LUPI INC. (ONTARIO)

Shareholder

yes

12/2022

Nov 11, 2020

Mar 29, 2024

WONG, GIGI, CHING HAN

CHIEF FINANCIAL OFFICER

yes

06/2016

May 9, 2018

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HAZELVIEW SECURITIES (US) LLC

n/a

Asset manager

$276M

yes

n/a

HAZELVIEW INVESTMENTS INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$943M

n/a

2024

Mar 25, 2025

$1.1B

n/a

2023

Mar 29, 2024

$1.7B

n/a

2022

Mar 28, 2023

$3.3B

n/a

2021

Mar 18, 2022

$2.7B

n/a

2020

Mar 26, 2021

$2.1B

n/a

2019

Mar 26, 2020

$1.7B

n/a

2018

Mar 27, 2019

$938M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$943M

$1.1B

-15.5%

$3.3B

-34.4%