The MONTRUSCO BOLTON INVESTMENTS INC. is a privately held investment adviser that advises $22.96Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. MONTRUSCO BOLTON INVESTMENTS INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 423.36% over the last 5-years.
The Group has been registered with the SEC for 15.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1501 MCGILL COLLEGE AVENUE SUITE 1200, MONTREAL, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.
They have 65 employees comprised of 13 investment and 52 non-investment staff. The total number of Employees increased by 91.18% over the last 5-years.
Their $22.96Bn in assets advised are owned by 220 private funds, 18 public funds and BDCs and 56 other accounts. Assets of Investment Companies (IC) clients own $12.59Bn or 54.83% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $4.29Bn or 18.69% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Traditional LBO, representing 97.19%, 1.93% and 0.88% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 3 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $665.64mn in assets.
The Group discloses management fees and performance-based fees.
MONTRUSCO BOLTON INVESTMENTS INC. names 1 sub-adviser AMG FUNDS LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MONTRUSCO BOLTON INVESTMENTS INC.'s case, they have 11 business conditions that require high process maturity and 1 Watch Factors.