|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Triasima Portfolio Management Inc
✚
|
|
|---|---|
| CRD # | 304577 |
| SEC # | 801-119229 |
| CIK # | 0001938757 |
| AUM | $1.0 B (2025-03-24) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 514-906-0667 |
| Address | 900, de Maisonneuve Blvd West, Suite 2520 Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001938757 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Royal Bank of Canada | 0.0 | |
| Brookfield Asset Management Inc | 0.0 | |
| Shopify Inc | 0.0 | |
| Celestica Inc | 0.0 | |
| Canadian Imperial Bank of Commerce /Can/ | 0.0 | |
| Kinross Gold Corp | 0.0 | |
| Enbridge Inc | 0.0 | |
| Alamos Gold Inc | 0.0 | |
| Bank of Montreal /Can/ | 0.0 | |
| Nvidia Corp | 0.0 | |
| Fortis Inc | 0.0 | |
| Thomson Reuters Corp /Can/ | 0.0 | |
| Broadcom Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| Nutrien Ltd | 0.0 | |
| Ferrari NV | 0.0 | |
| Alphabet Inc | 0.0 | |
| Toronto Dominion Bank | 0.0 | |
| MercadoLibre Inc | 0.0 | |
| Ares Management LP | 0.0 | |
| Ritchie Bros Auctioneers Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| RELX PLC | 0.0 | |
| Manulife Financial Corp | 0.0 | |
| Health Care REIT Inc /DE/ | 0.0 | |
| Taser International Inc | 0.0 | |
| TJX Companies Inc /DE/ | 0.0 | |
| Facebook Inc | 0.0 | |
| VISA Inc | 0.0 | |
| Pan American Silver Corp | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 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 | 7 | 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 | 0.0 |
| (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 | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 1.0 |
| By Discretionary | ||
| Discretionary | 346 | 1.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 346 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 0.0 | |
| Total | 346 | 1.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001938757] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hill Investment Group Partners LLC
✚
|
MO | 1.0 |
|
1834 Investment Advisors Co
✚
|
WI | 1.0 |
|
Inspire Advisors LLC
✚
|
ID | 1.0 |
|
The de Burlo Group Inc
✚
|
MA | 1.0 |
|
Topsail Wealth Management LLC
✚
|
NC | 1.0 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 1.0 |
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Cohalo Advisory LLC
✚
|
WA | 1.0 |
|
Towneley Capital Management Inc
✚
|
CA | 1.0 |
|
Catalyst Financial Partners LLC
✚
|
MA | 1.0 |