Triasima Portfolio Management Inc.
Firm details
- Headquarters
- Montreal,
- CRD number
- 304577
- Registered since
- September 23, 2020
- Website
- triasima.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles48.85%
- Insurance Companies19.42%
- HNWI9.01%
- State / Municipal Government8.77%
- Other Investment Advisers5.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Triasima Portfolio Management Inc. is a corporation that registered with the SEC in 2020 and serves both individual/family and institutional clients. The firm provides discretionary portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional/business mandates. Its ownership structure is listed as a mix of a foreign entity and an individual. Fee arrangements combine a percentage-of-AUM model with performance-based fees. Triasima reports it does not position itself as an active ESG investor, is not a multi-state adviser, and does not act as a separate capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities89%
- Cash & Cash Equivalents6%
- Sovereign Bonds3%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Scott Collins
Chief Investment Officer and Founding PartnerCRD 7244316
Andre Chabot
Founding Partner and CEO/CIOCRD 7244315
Contacts
1 of 1
Mathieu Tanguay
President, Senior PartnerCRD 7295772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$6.2M in ETFs
100%
$6.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4.2M | 6,102 | 67.14% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 900, De Maisonneuve Blvd. West, Suite 2520
- Office locations
Similar firms
Upper90
RIAProvidence, RI
Deccan Value Investors L.P.
RIAKian Capital Partners, LLC
RIACharlotte, NC
Financial Advisory Corporation
RIAGrand Rapids, MI
Riverbend Capital Advisors, LLC
RIAChicago, IL
Financial Advisors Network, Inc.
RIATustin, CA