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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)
Prakash Investment Advisors LLC ✚		0.1
Lewinter Wealth Advisors LLC ✚		0.1
Brickell Key Asset Management Limited ✚		0.1
Concord Atlantic Inc ✚		0.1
Shining Rock Advisors LLC ✚		0.1
GEO Capital Gestora de Recursos LTDA ✚		0.1
Curtis Financial Planning LLC ✚		0.1
TAM Capital Management Inc ✚		0.1
Vested Financial Planning LLC ✚		0.1
Laguna Wealth Advisors LLC ✚		0.1

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