TRIASIMA PORTFOLIO MANAGEMENT INC.

CRD 304577 · SEC 801-119229

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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900, DE MAISONNEUVE BLVD. WEST, SUITE 2520, MONTREAL, QUEBEC, H3A 0A8, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.11B

Discretionary AUM

$1.11B

Team

24 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	14	$8.5M
High net worth individuals	25	$99.5M
Pooled investment vehicles	5	$540.0M
Corporations/business entities	12	$52.6M

All web addresses on file

Official SEC filing: View on IAPD