The BMO GROUP is a publicly held investment adviser that advises $343.03Bn in regulatory assets under management held in 7 SEC fund types across 11 investment strategies. BMO GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 6.79% over the last 5-years.
The Group has been registered with the SEC for 36.73 years and is comprised of 7 filing and 0 relying advisers. They operate out of 74 office locations with their Headquarters at 100 KING STREET WEST 1 FIRST CANADIAN PLACE 41ST FLOOR, TORONTO, -. The Group has been subject to regulatory enforcement actions. They are regulated by 28 US and Non-US bodies.
They have 761 employees comprised of 504 investment and 257 non-investment staff. The total number of Employees decreased by 74.42% over the last 5-years.
Their $343.03Bn in assets advised are owned by 142 private funds, 440 public funds and BDCs and 5,309 other accounts. Assets of Investment Companies (IC) clients own $245.38Bn or 71.53% of Total Assets and High Net Worth Individuals own $41.28Bn or 12.03% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 50.96%, 25.08% and 21.83% of total assets, respectively.
They advise 12 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 17 Fund Administrators, 5 Fund Auditors, 0 Prime Brokers, 12 Custodians and 11 Marketers. It does not report a third-party Fund Administrator in 34 private funds with $7.7Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BMO GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.