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Type	Result	AUM ($B)

Montrusco Bolton Equity Income Fund
Firm	Montrusco Bolton Investments Inc ✚
Fund #	805-7201275107
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director
Custodian
Auditor	Ernst & Young LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Cerasus Advisors Inc ✚		0.1
Wheels Up Wealth Inc ✚		0.1
Navigo Wealth Management LLC ✚		0.1
Pearl Wealth LLC ✚		0.1
Catalyst Investment Management LLC ✚		0.1
Financial Network Specialists LLC ✚		0.1
Equilibrium Wealth LLC ✚		0.1
Trust Beyond Corp ✚		0.1
Genereux Investment Management Inc ✚		0.1
Patina Wealth LLC ✚		0.1

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