Montrusco Bolton Investments is a fund manager in Montreal, Quebec with $7.45 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-71803
FINRA CRD number
154475
AUM ?
$7.63 bn
(as of 28 Mar 23)
Accounts
591
(as of 28 Mar 23)
Employees
37
(23 investment advisory or research)
Address
Montrusco Bolton Investments
1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL
A8 H3A 3M8
1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL
A8 H3A 3M8
Phone
514-842-6464
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Montrusco Bolton Investments Inc. | $7.45 bn | |
Montrusco Bolton Global Equity Fund | $379.94 mm | Private Equity Fund |
Montrusco Bolton U.S. Equity Fund | $26.13 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21