MONTREAL, QUEBECCRD 154475Latest ADV March 31, 2026
Montrusco Bolton Investments Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated March 31, 2026, reports $12.9B in regulatory assets under management, 68 employees, 5 offices, and 564 accounts.
Assets Under Management
$12.9B
Employees
68
Offices
5 offices
Total Clients
343
Primary office
MONTREAL, QUEBEC
1501 MCGILL COLLEGE AVENUE, SUITE 1200, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.2%
258
2
Charitable
5.8%
20
3
Investment Cos.
5.5%
19
4
Corporations
4.7%
16
5
Pension Plans
4.1%
14
Categories with <5 clients
Banking or thrift institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.9Bas of March 31, 2026
Discretionary93.1%
$12.0B
93% of total RAUM93.1%
Non-discretionary6.9%
$894M
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12.9B
Total Accounts564
10Y AUM Change+$8.5B (+190.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee5:1
10Y Employee Change+39 (+134.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.