Rempart Asset Management

RIASEC RegisteredEst. 2010
Total AUM
$705M
Discretionary
$705M
100% of AUM
Avg account
$1.5M
Accounts
467
Employees
8
Advisory reps
5

Firm details

Headquarters
Montreal,
CRD number
154209
Registered since
June 21, 2010
Website
rempart.ca
Custodians
INDEPENDENT BANK, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.62%
  • Charitable Organizations6.38%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rempart Asset Management is a corporate RIA focused on discretionary portfolio management for both individual/family and institutional clients. Registered with the SEC in 2010, the firm charges fees based on a percentage of assets under management and concentrates its client work on traditional portfolio management rather than pension consulting or multi-state adviser services. Rempart shows a clear preference for listed equities: its filings identify “Exchange Traded Equities” as the dominant exposure and the firm does not present itself as an active ESG investor. Investment activity centers on concentrated public equity positions supplemented by selected allocations to private placements and real estate through external managers. The firm’s structure indicates a mix of ownership types (foreign entity and individual) and it operates as a hands-on discretionary manager rather than a capital allocator building direct private fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 7%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents7%

Contacts

3 of 5
  • David Buma

    David Buma

    Investment CounselorCRD 7051056

  • Malcolm Speirs

    Malcolm Speirs

    Investment CounselorCRD 5031985

  • Natalina Circelli

    Natalina Circelli

    Founding MemberCRD 6009218

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Montreal, null

Location

Montreal, null

Headquartered in Montreal, null.

Address
4 Place Ville Marie
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth