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MONTRUSCO BOLTON INVESTMENTS INC.
CRD 154475File 801-71803
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 65 | 68 | increased by3 |
| Apr 1, 2026 | Clients | 365 | 343 | decreased by22 |
| Apr 1, 2026 | AUM | $12,261,249,826 | $12,934,148,652 | increased by$672,898,826 |
| Apr 1, 2026 | Accounts | 607 | 564 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 65 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 147 | 365 | increased by218 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,454,123,737 | $12,261,249,826 | increased by$4,807,126,089 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 545 | 607 | increased by62 |
| Apr 1, 2022 | Employees | 36 | 37 | increased by1 |
| Apr 1, 2022 | Clients | 168 | 147 | decreased by21 |
| Apr 1, 2022 | AUM | $5,069,156,326 | $7,454,123,737 | increased by$2,384,967,411 |
| Apr 1, 2022 | Accounts | 505 | 545 | increased by40 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONTRUSCO BOLTON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONTRUSCO BOLTON” may also match similarly-named firms). Confirm identity against each filing.
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.