Montrusco Bolton Investments Inc. is a large advisory firm based in Montreal. It manages $3.43 billion of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2013.
Montrusco Bolton Investments provides portfolio management for individuals and small businesses, 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 Montrusco Bolton Investments Inc. is $3.43 billion. The firm's AUM has gone down by -39% since the beginning of its operation, and $3.42 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Montrusco Bolton Investments Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Montrusco Bolton Investments is investment companies with 15 clients and $1.38 billion of assets under management. Among the 9 most similar advisory firms, Montrusco Bolton Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $3.43 billion for 129 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.
Montrusco Bolton Investments also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $150,000 for each fund.
The company employs 34 people that are either part- or full-time employees. 65 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 receive compensation from other entities for client referrals.
The principal office where Montrusco Bolton Investments Inc. performs its advisory services is located at 1501 Mcgill College Avenue, Montreal, H3 A3 M8, 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 514-842-6464 or by fax 514-282-2503. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at montruscobolton.com and its LinkedIn profile.