Montrusco Bolton U.S. Equity Fund
Private Equity FundFund ID 805-2170242360Canada
Gross assets
$28.1M
Min. investment
$150K
Beneficial owners
62
Size rank
Top 65%
Audited
Yes
Structure
Standalone
About this fund
Montrusco Bolton U.S. Equity Fund is a private equity fund managed by Montrusco Bolton Investments Inc.. The fund reports $28.1 million in gross assets, placing it among the top 65% of private funds by size. The stated minimum investment is $150,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-2170242360 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | No |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Montrusco Bolton Global Equity Fund | Private Equity | $739.2M |
Frequently asked questions
How large is Montrusco Bolton U.S. Equity Fund?
Montrusco Bolton U.S. Equity Fund reports $28.1 million in gross assets, among the top 65% of private funds by size.
What is the minimum investment for Montrusco Bolton U.S. Equity Fund?
The stated minimum investment is $150,000.
Who manages Montrusco Bolton U.S. Equity Fund?
Montrusco Bolton U.S. Equity Fund is managed by Montrusco Bolton Investments Inc.
Does Montrusco Bolton U.S. Equity Fund disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
M
Montreal, Quebec
Service providers
Reported gross assets
$28.1M▼ 54%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 65%
Larger than 35% of 67,041 private funds
Gross assets vs Private Equity FundsTop 62%
Larger than 38% of 31,066 private equity funds
Minimum investmentTop 70%
Higher than 30% of funds reporting a minimum
Investor base
Adviser & related persons6%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.