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Montrusco Bolton Investments

Montrusco Bolton Investments is a fund manager in Montreal, Quebec with $5.07B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-71803
FINRA CRD number
154475
AUM ?
$5.07B (as of 31 Mar 21)
Accounts
505 (as of 31 Mar 21)
Employees
36 (22 investment advisory or research)
Address
Montrusco Bolton Investments
1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL
A8 H3A 3M8
Phone
514-842-6464
Fund structure AUM Fund type
Montrusco Bolton Investments Inc. $5.07B
Montrusco Bolton Global Equity Fund $323.98M Private Equity Fund
Montrusco Bolton U.S. Equity Fund $22.7K Private Equity Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 63 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$262.77M 947.09K 842.92K +12.4
$204.74M 63.49K 55.52K +14.3
$168.79M 495.15K 343.59K +44.1
$159.74M 1.61M 1.65M -2.8
$158.03M 2.39M 2.32M +2.9
$149.91M 500.62K 472.96K +5.8
$118.79M 198.58K 145.53K +36.5
$112.67M 2.1M 2.08M +1.3
$106.48M 752.53K 764.55K -1.6
$105.71M 1.72M 1.67M +2.6
$101.65M 537.15K 467.16K +15.0
$100.81M 610.86K 70.63K +764.9
$99.12M 296.19K 312.82K -5.3
$97.57M 1.74M 1.2M +44.1
$92.57M 321.32K 277.44K +15.8
$91.21M 436.37K 243.42K +79.3
$89.17M 474.03K 378.48K +25.2
$87.91M 2.21M 2.35M -6.0
$84.4M 359.18K NEW
$81.32M 30.42K 34.67K -12.3
$69.57M 552.41K NEW
$65.23M 562.98K 619.29K -9.1
$59.75M 840.36K 819.61K +2.5
$59.67M 2.72M 2.34M +16.1
$57.72M 925.81K 373.8K +147.7
$57.42M 141.08K 230.57K -38.8
$56.13M 373.15K 350.39K +6.5
$53.43M 302.19K 310.63K -2.7
$49.42M 331.97K NEW
$44.11M 77.58K 226.59K -65.8
$43.01M 535.77K 403.59K +32.8
$42.66M 851.65K 779.35K +9.3
$41.78M 811.83K 831.54K -2.4
$39.31M 87.48K 91.33K -4.2
$38.04M 1.31M 1.34M -2.3
$36.75M 994.79K 1.02M -2.2
$34.46M 290.51K 344.96K -15.8
$33.98M 706.16K 724.06K -2.5
$25.78M 87.68K 135.53K -35.3
$25.58M 250.11K 211.79K +18.1
$24.95M 225.66K 320.11K -29.5
$24.68M 293.88K 170.2K +72.7
$24.27M 188.14K 224.44K -16.2
$23.23M 352.05K 457.09K -23.0
$20.45M 24.38K 76.66K -68.2
$17.46M 96.61K 89.52K +7.9
$17.03M 133.05K 93.05K +43.0
$15.64M 70.21K 78.46K -10.5
$14.11M 173.35K 223.19K -22.3
$12.04M 21.08K 28.99K -27.3
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings