Triasima Portfolio Management Inc.
Registered investment adviser · Montreal, Quebec · CRD #304577
Form ADV data as of 2026-09-01Regulatory assets
$1.11 billion
Total accounts
831
Employees
24
Disclosure events
0
Firm details
- Website: https://triasima.com/
- Telephone: 514-906-0667
- SEC file number: 801-119229
- Most recent Form ADV filing: 2026-03-25
- 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 | $1.11 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $1.11 billion |
| Discretionary accounts | 831 |
| Non-discretionary accounts | 0 |
| Total accounts | 831 |
| Regulatory assets under management attributable to non-U.S. persons | $1.10 billion |
People
| Total employees (excluding clerical) | 24 |
| Employees performing investment advisory functions (including research) | 10 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| 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 | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $0 |
| Clients for whom the firm has custody | 0 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| Client funds and securities held in a related person's custody | $0 |
| Clients for whom a related person has custody | 0 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
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
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 14 | $8.5 million |
| High net worth individuals | 25 | $99.5 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 5 | $540.0 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $5.6 million |
| Charitable organizations | Not reported | $22.2 million |
| State or municipal government entities (including government pension plans) | Not reported | $96.9 million |
| Other investment advisers | Not reported | $58.8 million |
| Insurance companies | Not reported | $214.7 million |
| Corporations or other businesses not listed above | 12 | $52.6 million |
| Other | Not reported | $6.5 million |