Montrusco Bolton Investments
Asset Manager SEC-registered adviser
Legal name: Montrusco Bolton Investments Inc.
AUM
$12.9B
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$767.3M
Gross asset value
Employees
68
Last Form D raise
Aug 2016
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(21)
Owners and executive officers named on the firm's SEC Form ADV.
B
C
Senior Vice President, Head of Business Development and Marketing
D
Senior Vice President and Chief Operating Officer/Corporate Secretary
F
G
J
Vice President, Assistant Head of Client Servicing, North America
J
J
J
J
K
M
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Montrusco Bolton Global Equity Fund | Private Equity | $739.2M | $163.7M | 13 | Aug 2016 | Cold |
| Montrusco Bolton U.S. Equity Fund | Private Equity | $28.1M | $163.7M | 13 | Aug 2016 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 154475
- SEC file number
- 801-71803
- CIK
- 1475940
Sources
- SEC Form ADV Oct 14, 2026