Triasima Portfolio Management Inc.
Firm details
- Headquarters
- Montreal,
- CRD number
- 304577
- Registered since
- September 23, 2020
- Website
- triasima.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles48.85%
- Insurance Companies19.42%
- HNWI9.01%
- State / Municipal Government8.77%
- Other Investment Advisers5.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Triasima Portfolio Management Inc. is a SEC-registered investment adviser (registered in 2020) that provides discretionary portfolio management across individual, pooled vehicle, and institutional mandates. The firm charges asset-based fees and can collect performance-based fees on some strategies. Ownership is listed as a mix of foreign entity and individual ownership. Triasima reports that it is not an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. Triasima’s advisory activities explicitly include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The client base spans individual and family clients as well as institutional accounts.
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 Equities89%
- Cash & Cash Equivalents6%
- Sovereign Bonds3%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Scott Collins
Chief Investment Officer and Founding PartnerCRD 7244316
Andre Chabot
Founding Partner and CEO/CIOCRD 7244315
Contacts
1 of 1
Mathieu Tanguay
President, Senior PartnerCRD 7295772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$5.6M in ETFs
100%
$5.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $3.8M | 6,292 | 66.60% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 900, De Maisonneuve Blvd. West, Suite 2520
- Office locations
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