Investment adviser · CRD 304577

TRIASIMA PORTFOLIO MANAGEMENT INC.

Investment adviser filing (IA)

MONTREAL, QUEBEC, Canada · Form ADV filed Mar 25, 2026

Regulatory AUM
$1.11B
Form ADV · Item 5.F
Client accounts
831
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles5$539,974,06748.9%
Insurance companiesFewer than 5$214,675,16519.4%
High-net-worth individuals25$99,533,0549.0%
Government entitiesFewer than 5$96,880,7538.8%
Other investment advisersFewer than 5$58,797,9195.3%
Corporations & businesses12$52,628,1624.8%
CharitiesFewer than 5$22,185,2622.0%
Individuals14$8,510,1360.8%
Other clientsFewer than 5$6,465,7640.6%
Retirement plansFewer than 5$5,608,9960.5%
Banks & thriftsFewer than 5Not reportedNot reported
Filing source

Form ADV 2082487 · Mar 25, 2026 · 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 funds

The 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: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

900, DE MAISONNEUVE BLVD. WEST, SUITE 2520
MONTREAL, QUEBEC, H3A 0A8, Canada

CRD 304577

Filing source

Form ADV 2082487 · Mar 25, 2026 · 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.