BMO Asset Management Corp.

Overview

BMO Asset Management Corp. is a corporation that operates as an institutional asset manager focused on pooled investment vehicles and mandates for businesses or institutions. The firm is registered with the SEC since 1989 and is classified in FINTRX as a securitized-asset fund manager. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, consistent with active management of closed-end or commingled strategies. The firm is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser. Regulatory and business affiliations span a wide set of roles — the firm appears on records as connected with broker-dealer activity, futures and swap market participation (including registered security-based swap dealer and major participant listings), CPO/CTA functions, banking or trust relationships, insurance company activity, pension consulting, and as a sponsor or managing member of pooled investment vehicles. Those affiliations suggest the organization both sponsors funds and participates in distribution, servicing, and market-facing operations beyond pure portfolio management.

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