Triasima Portfolio Management Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 56
- Avg AUM / client
- $19.7M
- Accounts
- 831
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $8.5M | 0.77% |
| High net worth individuals | 25 | $99.5M | 9.01% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 5 | $540M | 48.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.6M | 0.51% |
| Charitable organizations | Fewer than 5 clients | $22.2M | 2.01% |
| State or municipal government entities | Fewer than 5 clients | $96.9M | 8.77% |
| Other investment advisers | Fewer than 5 clients | $58.8M | 5.32% |
| Insurance companies | Fewer than 5 clients | $215M | 19.4% |
| Corporations and other businesses | 12 | $52.6M | 4.76% |
| Other | Fewer than 5 clients | $6.5M | 0.58% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chabot, Andre, R. | Shareholder | Oct 2000 (26y) | ≈ 28.13% – 75% via Alegab Holdings Inc. | |
| Collins, Scott | Corporate Secretary | Sep 2017 (9y) | Less than 5% | |
| Tanguay, Mathieu | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 3801373 Canada Inc. | Shareholder | Nov 2014 | A | 75% or more |
| Alegab Holdings Inc. | Shareholder | Nov 2014 | B | ≈ 37.5% – 75% via 3801373 Canada Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chabot, Andre, R.: 75% – 100% of Alegab Holdings Inc. × 50% – 75% of 3801373 Canada Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Alegab Holdings Inc.: 50% – 75% of 3801373 Canada Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $979M (47% of AUM) Mar 2024
- RBC $872M (79% of AUM) Mar 2026
- Desjardins Trust Inc. $641M (17% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗