1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRIASIMA PORTFOLIO MANAGEMENT INC.

Map pinMONTREAL, QUEBEC
Phone514-906-0667
NotebookSEC #801-119229
Total AUM
$1.1B
Employees
24
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900, DE MAISONNEUVE BLVD. WEST, SUITE 2520
MONTREAL, QUEBEC
H3A 0A8
Canada
Operating Hours
9AM-5PM
Monday - Friday
Phone
514-906-0667

ReceiptFinancials

Total AUM
$1.1B
Accounts
831
Discretionary
$1.1B
Accounts
831
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
14
AUM
$8.5M
HNW Individual Clients
25
AUM
$99.5M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
5
AUM
$540M
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M
Charitable Organization Clients
1
AUM
$22.2M
Government Entity Clients
1
AUM
$96.9M
Investment Advisor Clients
1
AUM
$58.8M
Insurance Company Clients
1
AUM
$214.7M
Corporation or Business Clients
12
AUM
$52.6M
Other Clients
1
AUM
$6.5M
Description of Other Clients
TRUST FUNDS, MODELS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account