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Triasima Portfolio Management Inc.

● SEC registered since 2020CRD 304577SEC# 801-119229Montreal, Quebec
Export (members)
Reg. AUM
$1.11B
Employees
24
Accounts
831
Location
Montreal, Quebec

Triasima Portfolio Management Inc. assets under management

Triasima Portfolio Management Inc. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 24 people.

Triasima Portfolio Management Inc. owners & executives

6 reported
NameTitleOwnershipSince
3801373 Canada Inc. ControlShareholderOver 75%2014
Andre R. Chabot ControlChief Executive OfficerUnder 5%2000
Mathieu Tanguay ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Triasima Portfolio Management Inc. manage?

Triasima Portfolio Management Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Triasima Portfolio Management Inc. have?

Triasima Portfolio Management Inc. reports 24 employees.

Where is Triasima Portfolio Management Inc. located?

Triasima Portfolio Management Inc. is based in Montreal, Quebec and has been SEC-registered since 2020.

Does Triasima Portfolio Management Inc. disclose fund performance?

Triasima Portfolio Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900, de Maisonneuve Blvd. West, Suite 2520, Montreal, Quebec H3A 0A8
Phone514-906-0667
Fax514-284-3060
Office hours9a.m.-5p.m.
SEC regionHQ
CIK1938757
Discloses disciplinary historyNo

Regulatory AUM

$1.11B▲ 7%
Mar '25 — $1.03BApr '25 — $1.03BMay '25 — $1.03BJun '25 — $1.03BJul '25 — $1.03BAug '25 — $1.03BSep '25 — $1.03BOct '25 — $1.03BNov '25 — $1.03BDec '25 — $1.03BJan '26 — $1.03BFeb '26 — $1.03BMar '26 — $1.11BApr '26 — $1.11BMay '26 — $1.11BJun '26 — $1.11B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers

Assets under management

$1.11Bregulatory AUM
Discretionary $1.11B