9AT: MOUNT MURRAY INVESTMENT INC.

MOUNT MURRAY INVESTMENT INC.

MOUNT MURRAY INVESTMENT INC.

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 01/25/2023
ADV Location	MONTREAL, QUEBEC, Canada
Contact Info	514 xxxxxxx
Websites

AUM^*	28,180,459 -38%
of that, discretionary	28,180,459 -38%
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	5,636,092 23%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- Pension and profit sharing plans
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

46M 39M 33M 26M 20M 13M 7M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

General Information Mount Murray is a Quebec-based corporation that was formed in 2016 and has been in business as an SEC-registered investment adviser since 2022. Mount Murray provides discretionary investment management services to its clients. Vincent Dostie and Keith Porter are Mount Murray's principal owners. Please see Brochure Supplements for more information on the individuals who formulate investment advice and have direct contact with clients or discretionary authority over client accounts. As of December 31, 2023 , Mount Murray manages $45,778,000 million on a discretionary basis and $0 on a non-discretionary basis. Portfolio Management Services At the beginning of a client relationship, Mount Murray meets with the client to gather information, and performs research and analysis as necessary to develop the client's Investment Policy Statement. The Investment Policy Statement is updated from time to time, when requested by the client. or when determined to be necessary or advisable by Mount Murray based on updates to the client's financial or other circumstances. To implement the client's Investment Policy Statement. Mount Murray manages the client's investment portfolio on a discretionary

basis. As a discretionary investment adviser, Mount Murray has the authority to supervise and direct the portfolio without prior consultation with the client. Clients may impose certain written restrictions on Mount Murray in the management of their investment portfolios, such as prohibiting the inclusion of certain types of investments or prohibiting the sale of certain investments held in the account at the commencement of the relationship, or they may have different market access in foreign jurisdictions based on their specific circumstances and preferred custodian. Each client should note, however, that restrictions imposed by a client may adversely affect the composition and performance of the client's investment portfolio. Each client should also note that his or her investment portfolio is treated individually by considering each purchase or sale for the client's account. For these and other reasons, performance of client investment portfolios within the same investment objectives, goals and/or risk tolerance may differ, and clients should not expect that the composition or performance of their investment portfolios would necessarily be consistent with similar clients of Mount Murray.
5 -