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SEC-registered adviser

T••••••• P•••••••• M••••••••• I•••

Other adviserMontreal, Quebec, CRD 304577SEC 801-119229websiteIAPD
Latest filing Mar 25, 2026
First filing on the tape Jul 3, 2020 · 12 filings
SEC status approved since Sep 23, 2020
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
9.8%
$108M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Mar 25, 2026
Mar 26, 2021$3.3B then
HNW client RAUM$99.5M as of Mar 25, 2026
Mar 26, 2021$72.6M then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 26, 20210 then
Employees (5.A)24 as of Mar 25, 2026
Mar 26, 202128 then
Private funds: no history
RAUM +7.0% over the last fiscal year-24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.0MderivedHNW RAUM over HNW clients
Average account
$1.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
31%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+7.0%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
-11%derived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$540M49%
  • Insurance companies$215M20%
  • High-net-worth individuals$99.5M9.1%
  • State and municipal entities$96.9M8.8%
  • Other investment advisers$58.8M5.4%
  • Corporations and businesses$52.6M4.8%
  • Charitable organizations$22.2M2.0%
  • Individuals$8.5M0.8%
  • Pension and profit-sharing plans$5.6M0.5%
Individual clients
14reported
HNW clients
25reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
831reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.1 fund_share=0.54 institutional_share=0.31 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••• A••••• R• · Chief Executive Officercontrol
        since 10/2000 · owns less than 5%
      • C••••••• S•••• · Corporate Secretarycontrol
        since 09/2017 · owns less than 5%
      • T••••••• M•••••• · Chief Compliance Officercontrol
        since 06/2018 · owns less than 5%
      • C•••••• A••••• R• · Shareholdercontrol
        since 05/2014 · owns 75% or more of A••••• H••••••• I•••
      Entity owners
      • 3•••••• C••••• I••• · Shareholder
        direct · owns 75% or more
      • A••••• H••••••• I••• · Shareholder
        indirect · owns 50% to 75% of 3•••••• C••••• I•••
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • account count surgeChange between filings · filing Mar 25, 2026
        accounts (Item 5.F.2.f) moved from 346.0 to 831.0 (+140.0%) between the annual amendments of 2025-03-24 and 2026-03-25; the peer median change was +1.0% (56 comparable advisers, 98.0th percentile of changes)
        peers: other advisers, $1B to $5B (56) · 98% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 346 to 831
        Mar 24, 2025 to Mar 25, 2026
      • Corporate clients · 15 to 12
        Mar 24, 2025 to Mar 25, 2026
      • HNW clients · 26 to 25
        Mar 24, 2025 to Mar 25, 2026
      • Individual clients · 18 to 14
        Mar 24, 2025 to Mar 25, 2026
      • Pooled vehicle clients · 7 to 5
        Mar 24, 2025 to Mar 25, 2026
      • Employees · 25 to 24
        Mar 24, 2025 to Mar 25, 2026
      • Discretionary RAUM · $1.0B to $1.1B
        Mar 24, 2025 to Mar 25, 2026
      • HNW RAUM · $93.7M to $99.5M
        Mar 24, 2025 to Mar 25, 2026
      • Individual RAUM · $11.0M to $8.5M
        Mar 24, 2025 to Mar 25, 2026
      • Pension RAUM · $82.3M to $5.6M
        Mar 24, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $369M to $540M
        Mar 24, 2025 to Mar 25, 2026
      • RAUM · $1.0B to $1.1B
        Mar 24, 2025 to Mar 25, 2026
      • Accounts · 345 to 346
        Mar 19, 2024 to Mar 24, 2025
      • Advisory employees · 9 to 10
        Mar 19, 2024 to Mar 24, 2025
      • Corporate clients · 16 to 15
        Mar 19, 2024 to Mar 24, 2025
      • HNW clients · 22 to 26
        Mar 19, 2024 to Mar 24, 2025
      • Individual clients · 21 to 18
        Mar 19, 2024 to Mar 24, 2025
      • Pooled vehicle clients · 11 to 7
        Mar 19, 2024 to Mar 24, 2025
      • Financial planning clients · unset to
        Mar 19, 2024 to Mar 24, 2025
      • HQ state · unset to
        Mar 19, 2024 to Mar 24, 2025
      • Discretionary RAUM · $2.1B to $1.0B
        Mar 19, 2024 to Mar 24, 2025
      • HNW RAUM · $71.5M to $93.7M
        Mar 19, 2024 to Mar 24, 2025
      • Individual RAUM · $13.3M to $11.0M
        Mar 19, 2024 to Mar 24, 2025
      • Pension RAUM · $111M to $82.3M
        Mar 19, 2024 to Mar 24, 2025
      • Pooled vehicle RAUM · $425M to $369M
        Mar 19, 2024 to Mar 24, 2025
      • RAUM · $2.1B to $1.0B
        Mar 19, 2024 to Mar 24, 2025
      • Accounts · 359 to 345
        Mar 21, 2023 to Mar 19, 2024
      • Corporate clients · 20 to 16
        Mar 21, 2023 to Mar 19, 2024
      • HNW clients · 21 to 22
        Mar 21, 2023 to Mar 19, 2024
      • Individual clients · 19 to 21
        Mar 21, 2023 to Mar 19, 2024
      • Employees · 27 to 25
        Mar 21, 2023 to Mar 19, 2024
      • Discretionary RAUM · $2.5B to $2.1B
        Mar 21, 2023 to Mar 19, 2024
      • HNW RAUM · $232M to $71.5M
        Mar 21, 2023 to Mar 19, 2024
      • Individual RAUM · $13.9M to $13.3M
        Mar 21, 2023 to Mar 19, 2024
      • Pension RAUM · $129M to $111M
        Mar 21, 2023 to Mar 19, 2024
      • Pooled vehicle RAUM · $432M to $425M
        Mar 21, 2023 to Mar 19, 2024
      • RAUM · $2.5B to $2.1B
        Mar 21, 2023 to Mar 19, 2024
      • Accounts · 442 to 359
        Apr 8, 2022 to Mar 21, 2023
      • Charity clients · 8.0 to unset
        Apr 8, 2022 to Mar 21, 2023
      • Corporate clients · 26 to 20
        Apr 8, 2022 to Mar 21, 2023
      Signals
      7 dated events
      • T••••••• P•••••••• M••••••••• I••• reported RAUM $1.0B, down 50% from $2.1B (2024-03-19 to 2025-03-24)
        Mar 24, 2025 · RAUM change · derived
      • T••••••• P•••••••• M••••••••• I••• reported RAUM $2.5B, down 33% from $3.7B (2022-04-08 to 2023-03-21)
        Mar 21, 2023 · RAUM change · derived
      • Mathieu Tanguay (Chief Compliance Officer) appeared on Schedule A of T••••••• P•••••••• M••••••••• I•••
        Apr 8, 2022 · Control person joined · fact
      • S•••• C•••••• (Corporate Secretary) appeared on Schedule A of T••••••• P•••••••• M••••••••• I•••
        Apr 8, 2022 · Control person joined · fact
      • R••••••• K••••••••• (Shareholder) no longer on Schedule A of T••••••• P•••••••• M••••••••• I••• (listed 2021-03-26, absent 2022-03-10)
        Mar 10, 2022 · Control person left · inference
      • Mathieu Tanguay (Chief Compliance Officer, President) appeared on Schedule A of T••••••• P•••••••• M••••••••• I•••
        Sep 14, 2020 · Control person joined · fact
      • T••••••• P•••••••• M••••••••• I••• filed its initial SEC registration (Form ADV)
        Jul 3, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      ca.linkedin.com/company/triasima-portfolio-managementreportedpublic record, Form ADV, Sep 21, 2026
      Website
      t•••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      514-906-0667reportedpublic record, Form ADV, Mar 25, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026