Presima Inc. is a large advisory firm based in Montreal, Quebec. It manages $1.56 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2006.
Presima provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Presima Inc. is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 194% since the beginning of its operation, and $947.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Presima Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, and state or municipal government entities. The largest group of clients of Richard Dansereau is state or municipal government entities with 5 clients and $618 million of assets under management. Among the 11 most similar advisory firms, Presima has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.14 billion for 8 clients. 79% of the firm’s clients are foreign persons or businesses.
Presima doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard Dansereau has been acting as President since 1 Apr 2004. Frederic Blondeau has served as the Chief Investment Officer since 1 Mar 2009 and Peter Matthew Zabierek is the Chief Executive Officer of Presima Inc. family office. Emmanuel Matte joined the executive team most recently as the Chief Executive Officer.
The principal office where Presima Inc. performs its advisory services is located at 1000, Place Jean Paul Riopelle, Montreal, Quebec, H2 Z 2 B6, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 514-673-1375 or by fax 514-673-1378. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at presima.com.