MOUNT MURRAY INVESTMENT INC.
Adviser information for MOUNT MURRAY INVESTMENT INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $45.8M |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $45.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 9 | $10.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $34.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 90 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127111 |
|---|---|
| SEC ERA File Number | 801-127111 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322643 |
| Legal Entity Identifier | None |
Principal Office
2170 RENE-LEVESQUE BLVD. WSUITE 204
MONTREAL, QUEBEC
Canada
Monday - Friday, 8-5
Tel: 514-922-1511, Fax: NA
Websites
Chief Compliance Officer
VINCENT DOSTIE
CEO AND CO-CIO
2170 RENE-LEVESQUE BLVD. W
SUITE 204
MONTREAL, QUEBEC
Canada
Tel:
514-922-1511
V*************@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOSTIE, VINCENT, NMN | Individual | – | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 08/2016 | 50-75% |
| PORTER, KEITH, HOWARD | Individual | – | CO-CHIEF INVESTMENT OFFICER | 08/2016 | 25-50% |
| Mastroianni, Dino | Individual | – | CHIEF RISK OFFICER | 12/2023 | 5-10% |