| Total AUM | $952.1M |
| Discretionary | $952.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $238.0M |
| Employees | 12 |
| Peak AUM | $952.1MMar 2026 |
| AUM CAGR | +40.1% /yrover 5 yrs · 11 filings |
Total AUM
$952M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $952M | +24.9% | +40.2% | — | |
| Discretionary AUM | $952M | ||||
| Total AUM | $952.1M |
| Discretionary | $952.1M |
| Employees | 12 |
| Client Accounts | 4 |
Address
1250 RENE-LEVESQUE OUEST
MONTREAL, QUEBEC H3B 4W8
Canada
Phone
514-418-0201
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$952M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +24.9% |
| +40.2% |
| — |
| Total Accounts | 4 | 0.0% | +10.1% | — |
| Avg Account Size | $238M | +24.9% | +27.4% | — |
| Employees | 12 | +9.1% | +6.3% | +11.2% |
| AUM / Employee | $79M | +14.5% | +31.9% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $952M | +24.9% | +40.2% | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | +10.1% | — | |