The MONTRUSCO BOLTON INVESTMENTS INC. is a privately held investment adviser that advises $15.93Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. MONTRUSCO BOLTON INVESTMENTS INC. is a Public/Private Fund Assets increased by 194.68% over the last 5-years.
The Group has been registered with the SEC for 15.89 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1501 MCGILL COLLEGE AVENUE SUITE 1200, MONTREAL, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.
They have 68 employees comprised of 16 investment and 52 non-investment staff. The total number of Employees increased by 88.89% over the last 5-years.
Their $15.93Bn in assets advised are owned by 258 private funds, 19 public funds and BDCs and 56 other accounts. Assets of Investment Companies (IC) clients own $5.11Bn or 32.09% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $3.9Bn or 24.49% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Traditional LBO, representing 97.3%, 2.23% and 0.48% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 3 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $767.34mn in assets.
The Group discloses management fees and performance-based fees.
MONTRUSCO BOLTON INVESTMENTS INC. names 1 sub-adviser AMG FUNDS LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.