MONTRUSCO BOLTON INVESTMENTS INC.
Latest filing: Mar 28, 2024 (241 days ago)
AUM
$12,687,001,354
66% change vs. 1 year ago
150% change vs. 3 years ago
270% change vs. 5 years ago
111% change vs. 10 years ago
Employee Count
60
62% change vs. 1 year ago
67% change vs. 3 years ago
76% change vs. 5 years ago
114% change vs. 10 years ago
Main Office
MONTREAL, QUEBEC,
1501 MCGILL COLLEGE AVENUE, MONTREAL, QUEBEC, , CANADA, H3A 3M8
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $12.7 |
| Non-Discretionary | $0.0 |
| Total | $12.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.5 |
| Institutional | $6.1 |
| Total | $12.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 71 | $0.0 |
| Average Individual AUM | $45,964 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 71 | $0.0 |
| Average Retail AUM | $256,754 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL BANK TRUST | MONTREAL, QUEBEC--CAN | $2.9 |
| STATE STREET | BOSTON-MA-USA | $1.4 |
| JP MORGAN | NEW YORK-NY-USA | $0.7 |
| RBC | TORONTO--CAN | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $6.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $6.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 90% | $5.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 2% | $0.1 |
| IG Credit | 1% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 6% | $0.4 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $6.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
36 active
| Name | Title |
|---|---|
| CASSAR, JENNIFER | SHAREHOLDER |
| MACKAY, CHRISTINE | SHAREHOLDER |
| GAREAU, KARINE | SHAREHOLDER |
| AYOTTE, JEAN-CLAUDE | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER |
| BOURDAGES, BENOIT | VICE PRESIDENT, OPERATIONS |
| BOULE, SYLVAIN | PRESIDENT, CHIEF EXECUTIVE OFFICER |
| RUSSELL, TIM | VICE PRESIDENT |
| THERIEN, GINETTE | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER |
| GOLDSMITH, JOHN | VICE PRESIDENT, DEPUTY HEAD OF EQUITIES |
| GUAY, RICHARD | SENIOR VICE PRESIDENT |
| MELOCHE, JEAN-DAVID | VICE PRESIDENT AND PORTFOLIO MANAGER |
| CHEONG, KIMBERLY, MELISSA | PORTFOLIO MANAGER |
| BOUET, MICHAEL, PIERRE | SENIOR ANALYST |
| BARRES, OLIVIER | VICE PRESIDENT, FIXED INCOME |
| NIANG, ALE, BADARA | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER |
| SIMONIAN, SIMON | PORTFOLIO MANAGER |
| DUQUETTE, CLAUDE-ANDRE | VICE PRESIDENT, INSTITUTIONAL AND RETAIL SALES |
| HISCOCK, ROBERT | SHAREHOLDER |
| SHAHIN, MUNIR | SHAREHOLDER |
| STUSIO, PIOTR MAREK | SHAREHOLDER |
| FAKHRY, DINA | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER |
| DROLET, MARC | VICE PRESIDENT, HEAD OF CLIENT SERVICING INTERNATIONAL |
| FORTIER, MARC-OLIVER | SHAREHOLDER |
| HAAS, MARK ALEXANDER | SHAREHOLDER |
| SZCZEPKOWSKI, JASON | VICE PRESIDENT, HEAD OF CLIENT SERVICING NORTH AMERICA |
| PATEL, MUNJAL VASANTBAI | SHAREHOLDER |
| ST-GERMAIN, JULIE | SHAREHOLDER |
| MAGGIORE, GIACOMO | SHAREHOLDER |
| MCNEILL, MATHEW | SHAREHOLDER |
| GARNIER, MELINE | SHAREHOLDER |
| HOW, MARYLEE | SHAREHOLDER |
| MOKRI, MELORI | SHAREHOLDER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $12.7 | $0.0 | 0% | 60 | 0 | 0% |
| 2024-04-02 | $12.7 | $0.0 | 0% | 60 | 0 | 0% |
| 2023-04-04 | $7.6 | $5.1 | 66% | 37 | 23 | 62% |
| 2022-04-01 | $7.5 | $5.2 | 70% | 37 | 23 | 62% |
| 2021-04-05 | $5.1 | $7.6 | 150% | 36 | 24 | 67% |
| 2020-04-01 | $3.9 | $8.8 | 228% | 34 | 26 | 76% |
| 2019-04-01 | $3.4 | $9.3 | 270% | 34 | 26 | 76% |
| 2018-04-02 | $4.9 | $7.7 | 156% | 34 | 26 | 76% |
| 2017-04-01 | $4.5 | $8.2 | 185% | 29 | 31 | 107% |
| 2016-04-01 | $3.3 | $9.4 | 284% | 33 | 27 | 82% |
| 2015-04-01 | $4.5 | $8.2 | 183% | 28 | 32 | 114% |
| 2014-04-01 | $6.0 | $6.7 | 111% | 28 | 32 | 114% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 28 | 32 | 114% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV