Montrusco Bolton Investments Inc.

RIASEC RegisteredEst. 2010

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. operates as a corporate investment adviser with a private equity fund classification that serves both individual/family and institutional clients. The firm provides portfolio management across individual and pooled accounts as well as for business and institutional mandates. Its compensation combines a percentage-of-assets model with performance-based fees, and it is not positioned as a capital allocator; instead, it sponsors and manages funds directly. Ownership is noted as a mix of foreign entity and individual ownership. Montrusco Bolton is not an active ESG investor and does not identify as a multi-state adviser.