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Gold Investment Management Ltd.

● SEC registered since 2011CRD 152056SEC# 801-72738Edmonton
Export (members)
Reg. AUM
$525.8M
Employees
7
Accounts
2,890
Location
Edmonton

Gold Investment Management Ltd. assets under management

Gold Investment Management Ltd. is an SEC-registered investment adviser based in Edmonton. The firm has been registered since 2011. It reports $525.8 million in regulatory assets under management and employs 7 people.

Gold Investment Management Ltd. owners & executives

5 reported
NameTitleOwnershipSince
2257795 Alberta LtdOwner10-25%2020
Gold (2020) Family Trust ControlOwnerOver 75%2020
Jonathon Andrew Lewis Gold ControlChief Compliance Officer And PresidentUnder 5%2007
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Frequently asked questions

How much does Gold Investment Management Ltd. manage?

Gold Investment Management Ltd. reports $525.8 million in regulatory assets under management on its Form ADV.

How many employees does Gold Investment Management Ltd. have?

Gold Investment Management Ltd. reports 7 employees.

Where is Gold Investment Management Ltd. located?

Gold Investment Management Ltd. is based in Edmonton and has been SEC-registered since 2011.

Does Gold Investment Management Ltd. disclose fund performance?

Gold Investment Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10226 - 104 Street NW, Suite 502 Fox Tower One, Edmonton AB T5J 1B8
Phone780-436-9955
Fax866-541-7947
Office hours8:00a.m. - 4:30p.m.
SEC regionHQ
CIK2006008
Discloses disciplinary historyYes

Regulatory AUM

$525.8M▲ 28%
Mar '25 — $409.5MApr '25 — $409.5MMay '25 — $409.5MJun '25 — $409.5MJul '25 — $409.5MAug '25 — $409.5MSep '25 — $409.5MOct '25 — $409.5MNov '25 — $409.5MDec '25 — $409.5MJan '26 — $409.5MFeb '26 — $409.5MMar '26 — $525.8MApr '26 — $525.8MMay '26 — $525.8MJun '26 — $525.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$525.8Mregulatory AUM
Discretionary $525.8M