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 privately owned corporate RIA that operates as an institutional adviser. The firm is SEC-registered (2023) and is owned by an individual proprietor. Its stated advisory capabilities include portfolio management for both individuals/small businesses and for businesses or institutional clients. Fee arrangements combine a percentage-of-assets model with performance-based fees, and the firm does not position itself as a capital allocator — it manages client assets directly rather than acting primarily as an allocator to other managers. Mount Murray identifies as an active ESG investor.
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 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
Similar firms
Svane Capital, LLC
RIAInclinevest
RIAGile Agnew, LLC
RIAColumbus, WI
SIP Financial Services
RIAGlenville, NY