Desjardins Trust Inc.
$2.6B reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$2.5B
$3.8B
2017
2021
Same-firm comparison: 3 firms that reported Desjardins Trust Inc. in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Letko, Brosseau & Associates Inc. | $1.7B | $17.7B | 9.4% | 12/13/2021 |
| Triasima Portfolio Management Inc. | $641M | $3.7B | 17.2% | 03/10/2022 |
| Vantage Infrastructure (Usa) Inc. | $207M | $525M | 39.4% | 03/30/2022 |
| Impax Asset Management Llc | $92.9M | $8.5B | 1.1% | 12/23/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.