Montrusco Bolton Investments Inc.
● SEC registered since 2010CRD 154475SEC# 801-71803Montreal, Quebec
Ranks #734 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$12.93B
Fund GAV
$767.3M
Private funds
2
Employees
68
Accounts
564
Location
Montreal, Quebec
Montrusco Bolton Investments Inc. assets under management
Montrusco Bolton Investments Inc. is a registered investment adviser overseen by the SEC based in Montreal, Quebec. The firm has been registered since 2010. It reports $12.9 billion in regulatory assets under management and employs 68 people. Montrusco Bolton Investments Inc. manages 2 private funds with combined gross assets of $767.3 million, including Montrusco Bolton Global Equity Fund. By regulatory assets, it ranks 734 of 6,004 private fund managers.
Montrusco Bolton Investments Inc. private funds
2 funds · $767.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Montrusco Bolton Global Equity Fund | Private Equity | $739.2M | $150K |
| Montrusco Bolton U.S. Equity Fund | Private Equity | $28.1M | $150K |
Montrusco Bolton Investments Inc. owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benoit Bourdages Control | Vice President, Operations And Data Analytics | Under 5% | 1996 |
| Claude-Andre Duquette Control | Senior Vice President, Head Of Business Development And Marketing | Under 5% | 2021 |
| Dina Fakhry Control | Senior Vice President And Chief Operating Officer/Corporate Secretary | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Montrusco Bolton Investments Inc. manage?
Montrusco Bolton Investments Inc. reports $12.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Montrusco Bolton Investments Inc. manage?
Montrusco Bolton Investments Inc. manages 2 private funds with combined gross assets of $767.3 million.
How many employees does Montrusco Bolton Investments Inc. have?
Montrusco Bolton Investments Inc. reports 68 employees.
Where is Montrusco Bolton Investments Inc. located?
Montrusco Bolton Investments Inc. is based in Montreal, Quebec and has been SEC-registered since 2010.
Does Montrusco Bolton Investments Inc. disclose fund performance?
Montrusco Bolton Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1501 McGill College Avenue, Suite 1200, Montreal, Quebec H3A 3M8 |
| Phone | 1-514-842-6464 |
| Fax | 514-282-2550 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 1475940 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.93B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 12%
Larger than 88% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$12.93Bregulatory AUM
Discretionary $12.04BNon-discretionary $894.5M