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Type	Result	AUM ($B)

Montrusco Bolton Fixed Income Fund
Firm	Montrusco Bolton Investments Inc ✚
Fund #	805-1256894878
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)
Tempered Investment Management Ltd ✚		0.2
Specialized Retirement Consultants LLC ✚		0.2
The Stanich Group LLC ✚		0.2
Larson Financial Planning Inc ✚		0.2
Togwotee CIO LLC ✚		0.2
Mountain Lake Investment Management LLC ✚		0.2
Capital IP Investment Partners LP ✚		0.2
Arthedge Capital Management LLC ✚		0.2
Lifetime Wealth Management LLC ✚		0.2
Innis Investments LLC ✚		0.2

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