MONTREAL, QUEBECCRD 317431Latest ADV March 30, 2026
Pinestone Asset Management 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 30, 2026, reports $54.1B in regulatory assets under management, 46 employees, and 99 accounts.
Assets Under Management
$54.1B
Employees
46
Offices
--
Total Clients
95
Primary office
MONTREAL, QUEBEC
1981 MCGILL COLLEGE, SUITE 1600, MONTREAL, QUEBEC, Canada
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 51.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
51.6%
49
2
Pension Plans
12.6%
12
3
Other Advisers
10.5%
10
4
SMA
9.5%
9
5
Government
8.4%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$54.1Bas of March 30, 2026
Discretionary93.3%
$50.5B
93% of total RAUM93.3%
Non-discretionary6.7%
$3.6B
7% of total RAUM6.7%
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$54.1B
Total Accounts99
10Y AUM Change+$4.8B (+9.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee2:1
10Y Employee Change+33 (+253.8%)
* 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.