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MONTRUSCO BOLTON INVESTMENTS INC.
CRD 154475File 801-71803
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.93B
Top 10% of cohort (national)
Discretionary AUM
$12.04B
Non-discretionary $894.5M
Clients
343
564 accounts
Employees
68
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 13, 2010
- Principal office
- 1501 MCGILL COLLEGE AVENUE, SUITE 1200, MONTREAL, QUEBEC, H3A 3M8
- Phone
- 1-514-842-6464
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.93B
- Discretionary AUM
- $12.04B
- Non-discretionary AUM
- $894.5M
- Discretionary accounts
- 470
- Non-discretionary accounts
- 94
- Total accounts
- 564
- AUM per client
- $37.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $132.6M |
| Insurance companies | 6 | $41.1M |
| Investment companies | 19 | $2.12B |
| Charitable organizations | 20 | $315.3M |
| High net worth individuals | 10 | $20.3M |
| Pooled investment vehicles | 258 | $3.90B |
| Banking or thrift institutions | Fewer than 5 | $4.67B |
| Pension and profit sharing plans | 14 | $550.9M |
| State or municipal government entities | Fewer than 5 | $1.19B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.