Investment adviser · CRD 323382
PRESIMA SECURITIES ULC
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Jun 26, 2025
- Regulatory AUM
- $685M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 5 | $488,868,469 | 71.3% |
| Other investment advisers | 1 | $116,589,953 | 17.0% |
| Insurance companies | 1 | $52,709,214 | 7.7% |
| Charities | 1 | $13,513,892 | 2.0% |
| Corporations & businesses | 1 | $13,490,064 | 2.0% |
Filing source
Form ADV 1999667 · Jun 26, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2025. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1000 JEAN-PAUL-RIOPELLE PLACE, MONTREAL HERALD BUILDING, SUITE E400MONTREAL, QUEBEC, H2Z 2B6, Canada
CRD 323382
Filing source
Form ADV 1999667 · Jun 26, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.