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| Triasima Portfolio Management Inc
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|
|
|---|---|
| CRD # | 304577 |
| SEC # | 801-119229 |
| CIK # | 0001938757 |
| AUM | $1.1 B (2026-03-25) |
| Employees | 24 (42% Investors, 0% Brokers) |
| Phone | 514-906-0667 |
| Address | 900, de Maisonneuve Blvd West, Suite 2520 Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 0.0 | ||
| Toronto Dominion Bank | 0.0 | ||
| Canadian Imperial Bank of Commerce /Can/ | 0.0 | ||
| Bank of Montreal /Can/ | 0.0 | ||
| Shopify Inc | 0.0 | ||
| Kinross Gold Corp | 0.0 | ||
| Millicom International Cellular Sa | 0.0 | ||
| Fortis Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Pan American Silver Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 831 | 1.1 |
| By Discretionary | ||
| Discretionary | 831 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 831 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 0.0 | |
| Total | 831 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001938757] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dock Street Asset Management Inc
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|
FL | 1.1 |
|
ARQ Wealth Advisors LLC
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AZ | 1.1 |
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The Financial Advisors LLC
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MA | 1.1 |
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Heirloom Wealth Management LLC
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CO | 1.1 |
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Financial Advisory Corporation
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MI | 1.1 |
|
The Clarus Group Inc
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TX | 1.1 |
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Integrity Advisory Solutions LLC
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IA | 1.1 |
|
Fusion Investment Advisors LLC
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|
TX | 1.1 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 1.1 |
|
Cohen Capital Advisors LLC
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|
IL | 1.1 |