AdvisorCensus / Financial advisors / Triasima Portfolio Management Inc.
Triasima Portfolio Management Inc.
Filed as TRIASIMA PORTFOLIO MANAGEMENT INC.
Triasima Portfolio Management Inc. is an SEC-registered investment advisory firm in Montreal, Quebec, Canada, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Triasima Portfolio Management Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Triasima Portfolio Management Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Triasima Portfolio Management Inc. charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $2,000,000: 0.85% a year; $2,000,000 to $5,000,000: 0.65% a year; $5,000,000 to $10,000,000: 0.55% a year; Above $10,000,000: 0.45% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Triasima Portfolio Management Inc. located?
Triasima Portfolio Management Inc.'s principal office is in Montreal, Quebec, Canada, according to its Form ADV.
Is Triasima Portfolio Management Inc. registered with the SEC or a state?
Triasima Portfolio Management Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304577.
How much does Triasima Portfolio Management Inc. manage?
Triasima Portfolio Management Inc. reports $1,105,259,278 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Triasima Portfolio Management Inc.'s assets and staff changed since 2021?
In the Form ADV data for Triasima Portfolio Management Inc.: Regulatory assets under management: $3,275,364,477 in the October 2021 data and $1,105,259,278 in the October 2026 data, down 66%. Total employees: 28 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Triasima Portfolio Management Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (14); corporations or other businesses not listed above (12).
Which custodians does Triasima Portfolio Management Inc. use?
Triasima Portfolio Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Investor & Treasury Services as a custodian holding 10% or more of its separately managed account assets.
Does Triasima Portfolio Management Inc. report any disciplinary disclosures?
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/304577
Does Triasima Portfolio Management Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Triasima also does not require clients to maintain a minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 0.85% |
| $2,000,000 to $5,000,000 | 0.65% |
| $5,000,000 to $10,000,000 | 0.55% |
| Above $10,000,000 | 0.45% |
The brochure's wording
The annual investment management fees for accounts invested in segregated securities are as follow: First $2M 0.85% Next $3M 0.65% Next $5M 0.55% Over $10M 0.45%
Account minimum: None
The brochure's wording
Triasima also does not require clients to maintain a minimum account size.
Minimum annual fee: $12,500
The brochure's wording
Minimum annual fees are: • $12,500 for segregated accounts
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,105,259,278 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 24. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,105,259,278 | 24 | March 25, 2026 |
| October 2025 | $1,032,804,274 | 25 | March 24, 2025 |
| October 2024 | $2,069,571,459 | 25 | March 19, 2024 |
| October 2023 | $2,516,772,419 | 27 | March 21, 2023 |
| October 2022 | $3,732,976,462 | 28 | April 8, 2022 |
| October 2021 | $3,275,364,477 | 28 | March 26, 2021 |
Regulatory assets under management: $3,275,364,477 in the October 2021 data and $1,105,259,278 in the October 2026 data, down 66%.
Total employees: 28 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Triasima Portfolio Management Inc. (CRD 304577): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/triasima-portfolio-management-inc-montreal-quebec-304577