Rempart Asset Management
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
FINTRXOverview
Rempart Asset Management is a privately owned investment adviser registered with the SEC since 2010. The firm serves both individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and for business or institutional accounts. Ownership is listed as a combination of foreign entity and individual interests. Rempart does not flag itself 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 Equities82%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents7%
Contacts
3 of 5
David Buma
Investment CounselorCRD 7051056
Malcolm Speirs
Investment CounselorCRD 5031985
Natalina Circelli
Founding MemberCRD 6009218
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 4 Place Ville Marie
- Office locations
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