Montrusco Bolton Investments Inc.

RIASEC Registered

Total AUM

$12.9B

Discretionary

$12B

93% of AUM

Avg account

$22.9M

Accounts

564

Employees

Advisory reps

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

FINTRX

Overview

Montrusco Bolton Investments Inc. is a corporation that combines equity-focused portfolio management with private fund activity. The firm is SEC registered (initial registration in 2010) and serves both individual/family and institutional clients. Its advisory work spans separately managed accounts and pooled vehicles, and it provides portfolio management for individuals/small businesses as well as for businesses or institutions. The firm’s fee arrangements include both a percentage-of-AUM component and performance-based fees. Ownership is listed as a mix of a foreign entity and an individual, and the firm is classified in FINTRX as a private equity fund rather than a pure wealth-only RIA.