Honeytree Investment Management Ltd.
● SEC registered since 2021CRD 313415SEC# 801-120880
Reg. AUM
$13.6M
Employees
3
Accounts
12
Location
—
Honeytree Investment Management Ltd. assets under management
Honeytree Investment Management Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $13.6 million in regulatory assets under management and employs 3 people.
Honeytree Investment Management Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Peter Simmie | Partner | 25-50% | 2024 |
| Marjorie Elizabeth Simmie Control | Chief Executive Officer/Chief Compliance Officer/ Chief Investment Officer/Shareholder/Director | 25-50% | 2018 |
| Paula Glick Control | Chief Financial Officer/Chief Operating Officer/Shareholder/Director | 25-50% | 2018 |
Frequently asked questions
How much does Honeytree Investment Management Ltd. manage?
Honeytree Investment Management Ltd. reports $13.6 million in regulatory assets under management on its Form ADV.
How many employees does Honeytree Investment Management Ltd. have?
Honeytree Investment Management Ltd. reports 3 employees.
Does Honeytree Investment Management Ltd. disclose fund performance?
Honeytree Investment Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 416-528-8369 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$13.6M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$13.6Mregulatory AUM
Discretionary $13.6M