Montrusco Bolton Investments Inc.
Registered investment adviser · Montreal, Quebec · CRD #154475
Form ADV data as of 2026-09-01Regulatory assets
$12.93 billion
Total accounts
564
Employees
68
Disclosure events
0
Firm details
- Website: https://www.montruscobolton.com
- Telephone: 1-514-842-6464
- SEC file number: 801-71803
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $12.04 billion |
| Non-discretionary regulatory assets under management | $894.5 million |
| Total regulatory assets under management | $12.93 billion |
| Discretionary accounts | 470 |
| Non-discretionary accounts | 94 |
| Total accounts | 564 |
| Regulatory assets under management attributable to non-U.S. persons | $12.70 billion |
People
| Total employees (excluding clerical) | 68 |
| Employees performing investment advisory functions (including research) | 16 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 11 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 3 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $614.2 million |
| Clients for whom the firm has custody | 211 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $2.49 billion |
| Clients for whom a related person has custody | 282 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 10 | $20.3 million |
| Banking or thrift institutions | Not reported | $4.67 billion |
| Investment companies | 19 | $2.12 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 258 | $3.90 billion |
| Pension and profit sharing plans (not the participants or government plans) | 14 | $550.9 million |
| Charitable organizations | 20 | $315.3 million |
| State or municipal government entities (including government pension plans) | Not reported | $1.19 billion |
| Insurance companies | 6 | $41.1 million |
| Corporations or other businesses not listed above | 16 | $132.6 million |