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Majority Shareholder · Montrusco Bolton Investments Inc.

Pierre Somers

CRD 7358074 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Montrusco Bolton Investments Inc., an SEC-registered asset manager based in Montreal, Quebec, Canada with $12.9 billion in regulatory assets, lists Pierre Somers on its Form ADV as Majority Shareholder, a control person. The SEC filings also name Pierre at 1 other registered adviser.

Firms and roles

AtlasMembers

Pierre’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (26)

  • Benoit BourdagesVice President, Operations and Data Analytics, Montrusco Bolton Investments Inc.
  • Jean-Claude AyotteSenior Vice President, Corporate Affairs, Montrusco Bolton Investments Inc.
  • Sylvain BoulePresident & Chief Executive Officer, Montrusco Bolton Investments Inc.
  • Timothy RussellVice President, Client Servicing, Montrusco Bolton Investments Inc.
  • Ginette TherienSenior Vice President, Governance and Chief Compliance Officer, Montrusco Bolton Investments Inc.

21 more people named with Pierre on the same filings, with titles and firms. Free in Atlas with a free account.

See all 26 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Pierre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.