MONTRUSCO BOLTON INVESTMENTS INC.
CRD #154475 SEC #801-71803 MONTREAL, QUEBEC 514-842-6464
SEC Registered Private Funds
Total AUM
$12.3B
Discretionary
$12.3B
Employees
65
Clients
--
Accounts
607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $12.3B | $12.3B | $0 | 65 | 0 |
| Nov 2024 | $12.7B | $12.7B | $3.1M | 60 | 0 |
| Mar 2024 | $12.7B | $12.7B | $3.1M | 60 | 0 |
| Mar 2023 | $7.6B | $7.6B | $458.5K | 37 | 0 |
| Mar 2022 | $7.5B | $7.4B | $27.8M | 37 | 0 |
| Mar 2021 | $5.1B | $5.1B | $179.3K | 36 | 1 |
| Mar 2020 | $3.9B | $3.9B | $1.3M | 34 | 0 |
| Mar 2019 | $3.4B | $3.1B | $294.9M | 34 | 0 |
| Mar 2018 | $4.9B | $4.9B | $0 | 34 | 0 |
| Mar 2017 | $4.5B | $4.5B | $0 | 29 | 200 |
| Aug 2016 | $4.8B | $4.8B | $0 | 33 | 200 |
| Mar 2016 | $3.3B | $3.3B | $0 | 33 | 200 |
| Jun 2015 | $4.5B | $4.5B | $0 | 28 | 200 |
| Mar 2015 | $4.5B | $4.5B | $0 | 28 | 200 |
| Mar 2014 | $6B | $4.4B | $1.6B | 28 | 26 |
| Nov 2013 | $5.6B | $4.2B | $1.4B | 30 | 140 |
| Mar 2012 | $5B | $4.7B | $231.3M | 11 | 145 |
| Apr 2011 | $4.9B | $3.1B | $1.8B | -- | -- |
| Aug 2010 | $4.2B | $4.2B | $56.2M | -- | -- |
DateMar 2025
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees65
Clients0
DateNov 2024
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$3.1M
Employees60
Clients0
DateMar 2024
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$3.1M
Employees60
Clients0
DateMar 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$458.5K
Employees37
Clients0
DateMar 2022
Total AUM$7.5B
Discretionary$7.4B
Non-Disc.$27.8M
Employees37
Clients0
DateMar 2021
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$179.3K
Employees36
Clients1
DateMar 2020
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$1.3M
Employees34
Clients0
DateMar 2019
Total AUM$3.4B
Discretionary$3.1B
Non-Disc.$294.9M
Employees34
Clients0
DateMar 2018
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2017
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees29
Clients200
DateAug 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees33
Clients200
DateMar 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees33
Clients200
DateJun 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees28
Clients200
DateMar 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees28
Clients200
DateMar 2014
Total AUM$6B
Discretionary$4.4B
Non-Disc.$1.6B
Employees28
Clients26
DateNov 2013
Total AUM$5.6B
Discretionary$4.2B
Non-Disc.$1.4B
Employees30
Clients140
DateMar 2012
Total AUM$5B
Discretionary$4.7B
Non-Disc.$231.3M
Employees11
Clients145
DateApr 2011
Total AUM$4.9B
Discretionary$3.1B
Non-Disc.$1.8B
Employees--
Clients--
DateAug 2010
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$56.2M
Employees--
Clients--