Data / Investment advisers / Montrusco Bolton Investments Inc.
Montrusco Bolton Investments Inc., Montreal, Quebec, Canada: $12.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Montrusco Bolton Investments Inc. is an SEC registered investment adviser with its main office in Montreal, Quebec, Canada and reports $12.9 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include banks and thrifts, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 154475
- SEC file number
- 801-71803
- SEC status
- Approved, effective September 13, 2010
- Main office
- 1501 McGill College Avenue Suite 1200, Montreal, Quebec, Canada H3A 3M8
- Phone
- (514) 842-6464
- Website
- montruscobolton.com
- Regulatory AUM
- $12,934,148,652 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $12,039,669,561
- Non discretionary AUM
- $894,479,091
- Accounts
- 564
- Employees
- 68, of which 16 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $767,343,453
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $4.67 billion |
| Pooled investment vehicles | 258 | $3.90 billion |
| Investment companies | 19 | $2.12 billion |
| State or municipal government entities | Fewer than 5 | $1.19 billion |
| Pension and profit sharing plans | 14 | $550.9 million |
| Charitable organizations | 20 | $315.3 million |
| Corporations or other businesses | 16 | $132.6 million |
| Insurance companies | 6 | $41.1 million |
| High net worth individuals | 10 | $20.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $12.93 billion | March 31, 2026 |
| December 1, 2025 | $12.26 billion | March 25, 2025 |
Also on SpecStream
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Montrusco Bolton Investments Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.