Mount Murray Investment Inc.
- Regulatory AUM
- $28.2M
- Discretionary
- $28.2M
- Clients
- 5
- Avg AUM / client
- $5.6M
- Accounts
- 5
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $21.3M | 75.7% |
| Other | 4 | $6.9M | 24.3% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dostie, Vincent, Nmn | Chief Executive Officer, Co Chief Investment Officer, Chief Compliance Officer | Aug 2016 (10y) | 50% – 75% | |
| Porter, Keith, Howard | Senior Strategy Advisor | Aug 2016 (10y) | 25% – 50% | |
| Mastroianni, Dino, Nmn | Chief Risk Officer | Dec 2023 (3y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 | 904 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 businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $19.6M (43% of AUM) Jul 2024
- Northern Trust $16.1M (57% of AUM) Mar 2026
- Interactive Brokers $6.2M (22% of AUM) Mar 2026
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) ↗