{
  "crd_number": 322643,
  "slug": "mount-murray-investment-inc-montreal-quebec-322643",
  "primary_business_name": "MOUNT MURRAY INVESTMENT INC.",
  "legal_name": "MOUNT MURRAY INVESTMENT INC.",
  "dbas": [],
  "city": "Montreal, Quebec",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-25",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 28180459.0,
  "raum_discretionary": 28180459.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 6858268.0,
      "count": 4,
      "description": "CANADIAN-ONLY HIGH NET WORTH INDIVIDUALS",
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 21322191.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://mountmurrayinvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322643",
  "city_as_filed": "MONTREAL, QUEBEC",
  "url": "https://advisorcensus.com/firm/mount-murray-investment-inc-montreal-quebec-322643",
  "display_name": "Mount Murray Investment Inc.",
  "summary": "Mount Murray Investment Inc. is an SEC-registered investment advisory firm in Montreal, Quebec, Canada, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Mount Murray Investment Inc. (CRD 322643): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Mount Murray Investment Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mount Murray Investment Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Mount Murray Investment Inc. located?",
      "a": "Mount Murray Investment Inc.'s principal office is in Montreal, Quebec, Canada, according to its Form ADV."
    },
    {
      "q": "Is Mount Murray Investment Inc. registered with the SEC or a state?",
      "a": "Mount Murray Investment Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322643."
    },
    {
      "q": "How much does Mount Murray Investment Inc. manage?",
      "a": "Mount Murray Investment Inc. reports $28,180,459 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mount Murray Investment Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Mount Murray Investment Inc.: Regulatory assets under management: $34,250,000 in the October 2023 data and $28,180,459 in the October 2026 data, down 18%. Total employees: 7 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mount Murray Investment Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (4); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Mount Murray Investment Inc. use?",
      "a": "Mount Murray Investment Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers and Northern Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mount Murray Investment Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322643"
    },
    {
      "q": "What changed in Mount Murray Investment Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $22,301,703 to $28,180,459 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 34250000.0,
      "total_employees": 7,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 45778000.0,
      "total_employees": 4,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 22301703.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 28180459.0,
      "total_employees": 4,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $22,301,703 to $28,180,459 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers",
      "name_as_filed": "INTERACTIVE BROKERS",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mount-murray-investment-inc-montreal-quebec-322643.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 21322191.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 4,
      "fewer_than_5": true,
      "raum": 6858268.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322643",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}