Mount Murray Investment Inc.
Firm details
- Headquarters
- Montreal,
- CRD number
- 322643
- Registered since
- January 25, 2023
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans75.66%
- Other24.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mount Murray Investment Inc. is a small, SEC-registered investment adviser organized as a corporation and focused on institutional mandates. The firm provides portfolio management for both individuals/small businesses and for businesses or institutions. It charges a combination of percentage-of-assets and performance-based fees, which suggests an emphasis on delivering active, outcome-oriented returns for a limited client base. The firm identifies as an active ESG investor and shows a clear preference for liquid, exchange-traded equity exposure as the primary vehicle for implementing its strategies. Mount Murray also deploys capital into private placements as part of its alternatives program.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Dino Mastroianni
Chief Risk OfficerCRD 7888837
Vincent Dostie
CEO and co-CIOCRD 7629406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 2170 Rene Levesque Blvd. W
- Office locations
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