MONTREAL, QUEBECCRD 322643Latest ADV March 25, 2026
Mount Murray Investment 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 25, 2026, reports $28M in regulatory assets under management, 4 employees, and 5 accounts.
Assets Under Management
$28M
Employees
4
Offices
--
Total Clients
5
Primary office
MONTREAL, QUEBEC
2170 RENE-LEVESQUE BLVD. W, SUITE 204, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCANADIAN-ONLY HIGH NET WORTH INDIVIDUALS represent 80.0% of total clients.
Top client categories% of clientsClients
1
CANADIAN-ONLY HIGH NET WORTH INDIVIDUALS
80.0%
4
2
Pension Plans
20.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28Mas of March 25, 2026
Discretionary100.0%
$28M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28M
Total Accounts5
10Y AUM Change$-6M (-17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change-3 (-42.9%)
* 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.