|
⚲
|
| Keyboard |
| Triasima Portfolio Management Inc
✚
|
|
|---|---|
| CRD # | 304577 |
| SEC # | 801-119229 |
| CIK # | 0001938757 |
| AUM | 1,105.3 M (2026-03-25) |
| Employees | 24 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 514-906-0667 |
| Address | 900, de Maisonneuve Blvd West, Suite 2520 Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001938757 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Hudbay Minerals Inc | 0.0 | ||
| Cameco Corp | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Celestica Inc | 0.0 | ||
| Imperial Oil Ltd | 0.0 | ||
| Ferrovial SE | 0.0 | ||
| Cenovus Energy Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| Bank of Nova Scotia | 0.0 | ||
| Novartis AG | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| TFI International Inc | 0.0 | ||
| BCE Inc | 0.0 | ||
| Alamos Gold Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.0B |
| Serves | Institutional, Retail |
| LEI | 5493003ZKWO2USCUE10 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dock Street Asset Management Inc
✚
|
FL | 1,110.1 M |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 1,109.3 M |
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |
|
Financial Advisory Corporation
✚
|
MI | 1,104.6 M |
|
The Clarus Group Inc
✚
|
TX | 1,103.8 M |
|
Integrity Advisory Solutions LLC
✚
|
IA | 1,103.5 M |
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1,101.4 M |
|
Cohen Capital Advisors LLC
✚
|
IL | 1,100.7 M |