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.

Firm class

independent wealth managerderivedprivate_client_share=0.56 fund_share=0.37 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$2.4BItem 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

$2.4B

Private client RAUM

$1.4BderivedItem 5.D individuals plus high net worth individuals

Private client share

56%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$2.4Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

21

Advisory employees

13

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,492

Individual clients

217

High net worth clients

220

Custody, client assets

$789M

SEC number

801-126549

CRD

319213

Filings on the tape

7

First filed

Aug 12, 2022

Latest filed

Mar 30, 2026

Organised

Corporation

Website

manitouinvestment.com

• Occurred

  Oct 25, 2022
  Control person joined

  Anthony Dale O'Connor (Chief Compliance Officer) appeared on Schedule A of Manitou Investment Management Ltd.

  Form ADVobserved 4 days ago
• Occurred

  Aug 12, 2022
  First Form ADV filing

  Manitou Investment Management Ltd. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:469c838b-84f8-94fc-da07-33b87b2104bb

First observed

Aug 12, 2022

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.