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MONTRUSCO BOLTON INVESTMENTS INC.
CRD 154475 · SEC 801-71803
1501 MCGILL COLLEGE AVENUE, SUITE 1200, MONTREAL, QUEBEC, CA, H3A 3M8, Canada
Phone
1-514-842-6464
Fax
514-282-2550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.93B
Discretionary AUM
$12.04B
Team
68 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $20.3M |
| Investment companies | 19 | $2.12B |
| Pooled investment vehicles | 258 | $3.90B |
| Pension/profit sharing plans | 14 | $550.9M |
| Charitable organizations | 20 | $315.3M |
| Insurance companies | 6 | $41.1M |
| Corporations/business entities | 16 | $132.6M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD