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advised by MONTRUSCO BOLTON INVESTMENTS INC.
Canada
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Nov 22, 2024 | $53.8M | 51 | $150,000 | 200.0% | yes | MONTRUSCO BOLTON U.S. EQUITY FUND |
| Mar 28, 2024 | $53.8M | 51 | $150,000 | 200.0% | yes | MONTRUSCO BOLTON U.S. EQUITY FUND |
| Mar 28, 2023 | $20.0M | 13 | $150,000 | 300.0% | yes | MONTRUSCO BOLTON U.S. EQUITY FUND |
| Mar 31, 2022 | $26.1M | 11 | $150,000 | 200.0% | yes | MONTRUSCO BOLTON U.S. EQUITY FUND |
| Mar 31, 2021 | $22,704 | 14 | $150,000 | 200.0% | yes | MONTRUSCO BOLTON U.S. EQUITY FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATCAN TRUST COMPANY | NATCAN TRUST COMPANY | MONTREAL, QUEBEC | n/a | Canada | no | n/a |