Montrusco Bolton Investments Inc.
Firm details
- Headquarters
- Montreal,
- CRD number
- 154475
- Registered since
- September 13, 2010
- Website
- www.montruscobolton.com
- Custodians
- NATIONAL BANK TRUST, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Banking / Thrift Institutions36.09%
- Pooled Investment Vehicles30.15%
- Investment Companies16.37%
- State / Municipal Government9.18%
- Pension & Profit Sharing Plans4.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Montrusco Bolton Investments Inc. is a corporate investment adviser registered with the SEC since 2010 and classified in FINTRX as a private equity fund. Ownership is listed as a mix of a foreign entity and individuals. The firm serves both individual/family clients and institutional clients and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. Its fee arrangements include both percentage-of-AUM charges and performance-based fees. Montrusco Bolton does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds6%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Sylvain Boule
President and Chief Executive OfficerCRD 5823733
Dina Fakhry
Senior Vice President & Chief Operating OfficerCRD 7892371
Jean-claude Ayotte
Senior Vice President & Chief Financial OfficerCRD 5823730
Contacts
3 of 22
Simon Simonian
Portfolio ManagerCRD 2646580
Julie St-germain
Vice PresidentCRD 7892386
Karine Gareau
ShareholderCRD 7892396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1501 Mcgill College Ave
- Office locations
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