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TRIASIMA PORTFOLIO MANAGEMENT INC.
CRD 304577File 801-119229
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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
- Website
- https://triasima.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 24 | decreased by1 |
| Apr 1, 2026 | Clients | 66 | 56 | decreased by10 |
| Apr 1, 2026 | AUM | $1,032,804,274 | $1,105,259,278 | increased by$72,455,004 |
| Apr 1, 2026 | Accounts | 346 | 831 | increased by485 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 25 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 137 | 66 | decreased by71 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,732,976,462 | $1,032,804,274 | decreased by$2,700,172,188 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 442 | 346 | decreased by96 |
| Apr 1, 2022 | Clients | 225 | 137 | decreased by88 |
| Apr 1, 2022 | AUM | $3,275,364,477 | $3,732,976,462 | increased by$457,611,985 |
| Apr 1, 2022 | Accounts | 225 | 442 | increased by217 |
| 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 “TRIASIMA PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRIASIMA PORTFOLIO” 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.