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TRIASIMA PORTFOLIO MANAGEMENT INC.
CRD 304577File 801-119229
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.11B
Clients
56
831 accounts
Employees
24
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 23, 2020
- Principal office
- 900, DE MAISONNEUVE BLVD. WEST, SUITE 2520, MONTREAL, QUEBEC, H3A 0A8
- Phone
- 514-906-0667
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 831
- Non-discretionary accounts
- 0
- Total accounts
- 831
- AUM per client
- $19.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $52.6M |
| Insurance companies | Fewer than 5 | $214.7M |
| Charitable organizations | Fewer than 5 | $22.2M |
| Other investment advisers | Fewer than 5 | $58.8M |
| High net worth individuals | 25 | $99.5M |
| Pooled investment vehicles | 5 | $540.0M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | $5.6M |
| State or municipal government entities | Fewer than 5 | $96.9M |
| Individuals (other than high net worth individuals) | 14 | $8.5M |
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
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.