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CRD 154475
MONTREAL, QUEBEC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JASON SZCZEPKOWSKI | n/a | Montreal | 1 | 10 | n/a | no |
| EGOR NICKOLAEVICH RYBAKOV | Chartered Financial Analyst | NEWPORT BEACH, CA | 0 | 24 | 7 | no |
| PATRICK LAFLAMME | n/a | Montreal | 0 | 14 | n/a | no |
| CLAUDE-ANDRÉ DUQUETTE | n/a | Montreal | 0 | 24 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MONTRUSCO BOLTON CANADIAN SMALL CAPITALIZATION EQUITY FUND | Other Private Fund | $517M | Feb 28, 2013 | 576 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON GLOBAL EQUITY FUND | Private Equity Fund | $489M | Nov 22, 2024 | 167 | Mar 29, 2012 | reported | 021-211324 |
| MONTRUSCO BOLTON FIXED INCOME FUND | Other Private Fund | $166M | Feb 28, 2013 | 525 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON EQUITY INCOME FUND | Other Private Fund | $129M | Feb 28, 2013 | 633 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON CANADIAN ALL CAPITALIZATION EQUITY FUND | Private Equity Fund | $129M | Aug 11, 2016 | 13 | Nov 1, 2013 | dropped | 021-211324 |
| MONTRUSCO BOLTON QUANTITATIVE CANADIAN EQUITY FUND | Hedge Fund | $101M | Feb 28, 2013 | 598 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON CANADIAN EQUITY FUND | Other Private Fund | $89.8M | Feb 28, 2013 | 581 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON ALPHA+ FUND | Hedge Fund | $76.3M | Feb 28, 2013 | 8 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON U.S. EQUITY FUND | Other Private Fund | $66.2M | Feb 28, 2013 | 499 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON FOCUS GLOBAL FUND | Hedge Fund | $65.6M | Feb 28, 2013 | 12 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON U.S. EQUITY FUND | Private Equity Fund | $53.8M | Nov 22, 2024 | 51 | Mar 31, 2021 | reported | 021-211324 |
| MONTRUSCO BOLTON T-MAX FUND | Liquidity Fund | $52.9M | Feb 28, 2013 | 108 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON BOND TOTAL RETURN FUND | Other Private Fund | $41.5M | Feb 28, 2013 | 81 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON BALANCED FUND | Private Equity Fund | $37.6M | Jun 3, 2015 | 117 | Mar 29, 2012 | dropped | n/a |
| MONTRUSCO BOLTON QUANTITATIVE EAFE EQUITY FUND | Other Private Fund | $37.5M | Feb 28, 2013 | 71 | Mar 29, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | Shareholder | C | yes | 07/2005 | Mar 29, 2012 | Nov 22, 2024 |
| AMG CANADA HOLDING CORP. | Shareholder | C | yes | 07/2005 | Mar 29, 2012 | Nov 22, 2024 |
| AMG NORTH AMERICA HOLDING CORP. | Shareholder | C | yes | 07/2005 | Mar 29, 2012 | Nov 22, 2024 |
| AYOTTE, JEAN-CLAUDE | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Na | yes | 06/2005 | Mar 29, 2012 | Nov 22, 2024 |
| Barres, Olivier | VICE PRESIDENT, FIXED INCOME | Na | yes | 02/2018 | Mar 28, 2018 | Nov 22, 2024 |
| BOUET, MICHAEL, PIERRE | SENIOR ANALYST | Na | yes | 03/2008 | Mar 31, 2014 | Nov 22, 2024 |
| BOULE, SYLVAIN | PRESIDENT, CHIEF EXECUTIVE OFFICER | B | yes | 02/1992 | Mar 29, 2012 | Nov 22, 2024 |
| BOURDAGES, BENOIT | VICE PRESIDENT, OPERATIONS | Na | yes | 06/1996 | Mar 29, 2012 | Nov 22, 2024 |
| CHEONG, KIMBERLY, MELISSA | PORTFOLIO MANAGER | Na | yes | 10/2009 | Mar 31, 2014 | Nov 22, 2024 |
| DROLET, MARC | VICE PRESIDENT, HEAD OF CLIENT SERVICING INTERNATIONAL | Na | yes | 08/2021 | Mar 28, 2024 | Nov 22, 2024 |
| DUQUETTE, CLAUDE-ANDRE | VICE PRESIDENT, INSTITUTIONAL AND RETAIL SALES | Na | yes | 01/2021 | Mar 31, 2021 | Nov 22, 2024 |
| FAKHRY, DINA | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER | Na | yes | 09/2022 | Mar 28, 2024 | Nov 22, 2024 |
| FONDS DE SOLIDARITE DES TRAVAILEURS DU QUEBEC | Shareholder | B | yes | 11/2008 | Mar 29, 2012 | Nov 22, 2024 |
| GOLDSMITH, JOHN | VICE PRESIDENT, DEPUTY HEAD OF EQUITIES | A | yes | 04/2004 | Mar 29, 2012 | Nov 22, 2024 |
| GUAY, RICHARD | SENIOR VICE PRESIDENT | B | yes | 09/2000 | Mar 29, 2012 | Nov 22, 2024 |
| MELOCHE, JEAN-DAVID | VICE PRESIDENT AND PORTFOLIO MANAGER | Na | yes | 01/2005 | Mar 29, 2012 | Nov 22, 2024 |
| NIANG, ALE, BADARA | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | Na | yes | 06/2017 | Mar 29, 2019 | Nov 22, 2024 |
| RUSSELL, TIM | VICE PRESIDENT | Na | yes | 08/1997 | Mar 29, 2012 | Nov 22, 2024 |
| SIMONIAN, SIMON | PORTFOLIO MANAGER | Na | yes | 07/2014 | Mar 29, 2019 | Nov 22, 2024 |
| ST-GERMAIN, JULIE | Shareholder | Na | yes | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| SZCZEPKOWSKI, JASON | VICE PRESIDENT, HEAD OF CLIENT SERVICING NORTH AMERICA | Na | yes | 06/2017 | Mar 28, 2024 | Nov 22, 2024 |
| THERIEN, GINETTE | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER | Na | yes | 12/1998 | Mar 29, 2012 | Nov 22, 2024 |
| CASSAR, JENNIFER | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| FORTIER, MARC-OLIVER | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| GAREAU, KARINE | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| GARNIER, MELINE | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| HAAS, MARK ALEXANDER | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| HISCOCK, ROBERT | Shareholder | Na | no | 03/2022 | Mar 31, 2022 | Nov 22, 2024 |
| HOW, MARYLEE | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| MACKAY, CHRISTINE | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| MAGGIORE, GIACOMO | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| MCNEILL, MATHEW | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| MOKRI, MELORI | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| PATEL, MUNJAL VASANTBAI | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| SHAHIN, MUNIR | Shareholder | Na | no | 03/2022 | Mar 31, 2022 | Nov 22, 2024 |
| STUSIO, PIOTR MAREK | Shareholder | Na | no | 03/2023 | Mar 28, 2024 | Nov 22, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| TORONTO, ONTARIO | n/a | Canada | 3 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $13B | $12B | 68 | 16 | 5 | 2 | n/a |
| 2024 | Mar 25, 2025 | $12B | $12B | 65 | 13 | 4 | 2 | n/a |
| 2023 | Mar 28, 2024 | $13B | $13B | 60 | 13 | 3 | 2 | $543M |
| 2022 | Mar 28, 2023 | $7.6B | $7.6B | 37 | 23 | 4 | 2 | $416M |
| 2021 | Mar 31, 2022 | $7.5B | $7.4B | 37 | 23 | 4 | 2 | $406M |
| 2020 | Mar 31, 2021 | $5.1B | $5.1B | 36 | 22 | 2 | 2 | $324M |
| 2019 | Mar 29, 2020 | $3.9B | $3.9B | 34 | 22 | 2 | 1 | $180M |
| 2018 | Mar 29, 2019 | $3.4B | $3.1B | 34 | 22 | 2 | 1 | $132M |
| 2017 | Mar 28, 2018 | $4.9B | $4.9B | 34 | 20 | 2 | 1 | $131M |
| 2016 | Mar 29, 2017 | $4.5B | $4.5B | 29 | 20 | n/a | 1 | $110M |
| 2015 | Mar 29, 2016 | $3.3B | $3.3B | 33 | 22 | n/a | 2 | $264M |
| 2014 | Mar 30, 2015 | $4.5B | $4.5B | 28 | 21 | n/a | 3 | $321M |
| 2013 | Mar 31, 2014 | $6.0B | $4.4B | 28 | 19 | n/a | 3 | $276M |
| 2012 | Feb 28, 2013 | n/a | n/a | 28 | 20 | n/a | 13 | $1.5B |
| 2011 | Mar 29, 2012 | $5.0B | $4.7B | n/a | n/a | n/a | 13 | $1.5B |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $13B | $12B | 5.5% | $7.6B | 19.2% | 68 | 65 | 5 | 4 |