{"url":"https://nivawealth.com/firms/montrusco-bolton-investments-154475","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154475","regulatoryAum":12934148652,"crd":"154475","secFileNumber":"801-71803","legalName":"Montrusco Bolton Investments Inc.","displayName":"Montrusco Bolton Investments","website":"https://www.montruscobolton.com","linkedinUrl":"https://www.linkedin.com/company/montruscobolton","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"December","headquarters":{"street":"1501 McGill College Avenue, Suite 1200","city":"Montreal, Quebec","state":"","stateName":"","country":"Canada","postalCode":"H3A 3M8"},"tradeNames":[],"registration":{"secApproved":"13 September 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equities in the 5% to 10% ownership band and a control person, since April 2004."},{"label":"Richard Guay","detail":"Senior vice president, institutional markets in the 10% to 25% ownership band and a control person, since September 2000."},{"label":"Wgam Strategic Partnership Fund LP","detail":"Shareholder in the 25% to 50% ownership band and a control person, since December 2025."},{"label":"Wgam General Partner Inc.","detail":"Indirect owner: general partner of Wgam Strategic Partnership Fund LP and a control person, since April 2019.","parent":"Wgam Strategic Partnership Fund LP"},{"label":"Walter Global Asset Management Inc.","detail":"Indirect owner: a shareholder of Wgam General Partner Inc. in the 75% or more band and a control person, since March 2019.","parent":"Wgam General Partner Inc."},{"label":"Walter Capital Management Inc.","detail":"Indirect owner: a shareholder of Walter Global Asset Management Inc. in the 50% to 75% band and a control person, since January 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They include 258 pooled investment vehicles, 20 charitable organizations and 19 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Montrusco Bolton Investments offer?","answer":"Montrusco Bolton Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Montrusco Bolton Investments use?","answer":"Montrusco Bolton Investments’ separately managed account assets are held at National Bank Trust (Montreal, Quebec), with $4,738,474,494 and State Street (Boston, MA), with $844,100,964. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Montrusco Bolton Investments have?","answer":"Montrusco Bolton Investments has 11 investment adviser representatives registered with state securities authorities, out of 68 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Montrusco Bolton Investments invest in?","answer":"At the end of its last fiscal year, Montrusco Bolton Investments’ separately managed accounts held 91% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 1% sovereign bonds, 1% investment grade corporate bonds and 1% cash and equivalents. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Montrusco Bolton Investments?","answer":"Montrusco Bolton Investments is owned through a chain of holding companies by 11476203 Canada Inc. and Pierre Somers. Its direct owners are Sylvain Boule, John-Henri Goldsmith, Richard Guay and Wgam Strategic Partnership Fund LP, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Montrusco Bolton Investments get paid?","answer":"Montrusco Bolton Investments is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}