# Connor, Clark & Lunn Investment Management

Connor, Clark & Lunn Investment Management is a Bank / Wealth / Trust based in Vancouver, Bc, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vancouver, Bc, Canada
- **Region:** North America
- **Address:** 2300-1111 West Georgia Street, Vancouver, British Columbia, Canada V6E 4M3
- **Founded:** 1982
- **Assets under management:** $188B
- **Website:** www.cclgroup.com
- **LinkedIn:** https://www.linkedin.com/company/connor-clark-

## Regulatory record

- **CRD number:** 107557
- **SEC file number:** 801-79433
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107557

## About

Connor, Clark & Lunn Investment Management was founded in 1982. It operates within the Connor, Clark & Lunn Financial Group as a multi-boutique investment management company. The firm pursues growth strategies across diversified holdings. Confirmed sector exposure includes energy and utilities, food, healthcare, logistics and distribution, software, infrastructure and manufacturing. Headquartered at 2300-1111 West Georgia Street in Vancouver, the firm reports no additional offices in the record. No dated operational events from the last 24 months appear in available data.

## Sectors

- Diversified
- Energy & Utilities
- Food
- Healthcare
- Infrastructure
- Logistics & Distribution
- Manufacturing
- Software

## People

- Warren Stoddart — Featured podcast guest
- Jean-Philippe Lemay — Managing Director, Head of Institutional Sales, Global
- Eric Hasenauer — Senior Vice President, Co-Head of Institutional Sales, USA
- John Ricketts — Senior Vice President, Co-Head of Institutional Sales, USA
- Carlos Stelin — Director of Institutional Sales, Europe
- Josh Borys — Managing Director

## Questions

### How is Connor, Clark & Lunn Investment Management structured relative to the parent CC&L Financial Group?

Connor, Clark & Lunn Investment Management is an independently operated affiliate within the CC&L Financial Group multi-boutique structure. The parent platform handles shared functions like distribution and compliance while each affiliate manages its own investment strategies with full autonomy. The group currently lists over a dozen affiliates spanning public equities, fixed income, private equity, infrastructure, and real estate.

### Who runs institutional sales at CC&L Financial Group?

Global institutional sales are led by Managing Director Jean-Philippe Lemay. In the US, senior vice presidents Eric Hasenauer and John Ricketts co-head the effort, while Carlos Stelin serves as Director of Institutional Sales for Europe. The structure gives the firm dedicated coverage across its three major geographic regions.

### Does CC&L participate in private markets or is it solely a public-market manager?

CC&L runs significant private-market strategies through its specialized affiliates. Banyan Capital Partners handles mid-market private equity and private credit, Connor, Clark & Lunn Infrastructure targets mid-market infrastructure assets in North America, and Crestpoint Real Estate Investments manages commercial property portfolios. These sit alongside the traditional equity and fixed income shops under the same parent platform.

### What is CC&L's posture on infrastructure investing?

Connor, Clark & Lunn Infrastructure is a dedicated affiliate focused on mid-market infrastructure assets. In recent commentary, its team has highlighted freight rail and digital infrastructure — including data center and fiber assets — as ways institutional investors can build portfolio resilience. The strategy targets direct equity investments in operational, long-life infrastructure across North America.

### Is CC&L Financial Group publicly traded or owned by a larger financial institution?

CC&L Financial Group is one of Canada's largest privately owned and employee-owned asset management firms — it is not a subsidiary of a bank, insurer, or public consolidator. That structure gives its investment affiliates independence from the short-term earnings demands that publicly traded firms face.

### Which regions does CC&L serve from its global offices?

The firm maintains offices across Canada, the United States, the United Kingdom, and India. Its institutional sales team is organized globally, with named senior leaders covering North America and Europe. The India office functions primarily as an operations hub supporting the broader platform.

### How many distinct investment strategies does the CC&L group run?

The parent platform supports more than 80 distinct investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. These strategies are delivered through over a dozen independently managed affiliates, each operating under its own investment process and brand while sharing the CC&L umbrella's central resources.

## Related profiles

- [Gothaer Asset Management](https://altss.com/profile/gothaer-asset-management)
- [Alecta Optimal Pension (ITP 1)](https://altss.com/profile/alecta-optimal-pension-itp-1)

---

Last updated: 2026-07-08T20:48:42.879Z

Canonical page: https://altss.com/profile/connor-clark-lunn-investment-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology