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| Triasima Portfolio Management Inc
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| |
|---|---|
| CRD # | 304577 |
| SEC # | 801-119229 |
| CIK # | 0001938757 |
| AUM | $2.1 BB (2024-03-19) |
| Employees | 25 (36% Investors, 0% Brokers) |
| Phone | 514-906-0667 |
| Address | 900, de Maisonneuve Blvd West, Suite 2520 Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| RY | 136.4 | 0.1 | |
| CNQ | 64.4 | 0.1 | |
| BN | 0.0 | ||
| CM | 44.1 | 0.0 | |
| MFC | 33.5 | 0.0 | |
| CCJ | 9.0 | 0.0 | |
| KGC | 4.9 | 0.0 | |
| TRI | 49.3 | 0.0 | |
| CP | 65.2 | 0.0 | |
| PBA | 19.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 1.0 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 2.1 |
| By Discretionary | ||
| Discretionary | 345 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 0.0 | |
| Total | 345 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001938757] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TA Realty LLC
✚
|
MA | 2.1 |
|
Swan Global Investments LLC
✚
|
CO | 2.1 |
|
Guyasuta Investment Advisors Incorporated
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|
PA | 2.1 |
|
CFS Investment Advisory Services LLC
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|
NJ | 2.1 |
|
Wilkinson Global Asset Management LLC
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|
NY | 2.1 |
|
Michaud Capital Management LLC
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|
CO | 2.1 |
|
Modern Wealth Management LLC
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|
KS | 2.1 |
|
Ingham Russell Investment Advisors Inc
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|
FL | 2.1 |
|
Glassman Wealth Services LLC
✚
|
VA | 2.1 |
|
First Endowment Development Corp
✚
|
TX | 2.0 |