Presima Inc. (Montreal, Quebec)

Name: Presima Inc.
Address: 1000, Place Jean Paul Riopelle, Montreal, Quebec, H2 Z 2 B6
Telephone: 514-673-1375

Presima Inc. is a large advisory firm based in Montreal, Quebec. It manages $1.56 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2006.

Presima provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Presima: assets under management

The assets under management (AUM) of Presima Inc. is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 194% since the beginning of its operation, and $947.91 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.17 million each.

Investments

The firm invests in other assets the most. They account for 74% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Presima Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard Dansereau serves?

The firm provides services to investment companies, pooled investment vehicles, and state or municipal government entities. The largest group of clients of Richard Dansereau is state or municipal government entities with 5 clients and $618 million of assets under management. Among the 11 most similar advisory firms, Presima has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $1.14 billion for 8 clients. 79% of the firm’s clients are foreign persons or businesses.

Presima doesn't advise any private funds.

Careers at Presima Inc.

The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard Dansereau has been acting as President since 1 Apr 2004. Frederic Blondeau has served as the Chief Investment Officer since 1 Mar 2009 and Peter Matthew Zabierek is the Chief Executive Officer of Presima Inc. family office. Emmanuel Matte joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cdp Capital Conseil Immobilier Inc.	Shareholder	1 Apr 2004	75% - 100%	858925282rc
Jean Guy Talbot	President, director and chief compliance officer	1 Apr 2004	Other	4902868
Richard Dansereau	Director	1 Apr 2004	Other	5126731
Line Lefebvre	Treasurer and director	1 Apr 2004	Other	5126735
Ron Philip Cheshire	Vice-president	1 Apr 2005	Other	4902855
Gestion Necso Inc.	Shareholder	1 Nov 2005	Other	n/a
Pierre Ferland	Director	1 Dec 2005	Other	5126737
Sylvain Charpentier	Director	1 Mar 2006	Other	5126864
Alain Lapointe	Director	1 Apr 2007	Other	5444719
Frederick Belleau	Chief compliance officer	1 Sep 2007	Other	5444716
Frederic Belleau	Chief compliance officer	1 Sep 2007	Other	5444716
Michel Christian Lauzon	Director	1 Mar 2008	Other	4340900
Karim Abuani	Chief financial officer	1 Jun 2008	Other	5819399
Vincent Lepine	Chief investment officer and strategist	1 Jul 2008	Other	5567292
Frederic Blondeau	Chief investment officer	1 Mar 2009	Other	5656808
Nwmh Sub Limited	Shareholder	1 Jun 2010	75% - 100%	foreign
Ian Smith	Board member	1 Jun 2010	Other	5819404
Nick Basile	Board member	1 Jun 2010	Other	5819403
Nicholas Gregory Basile	Board member	1 Jun 2010	Other	5454454
Francois Perusse Massicotte	Chief compliance officer	1 Jul 2012	Other	6098139
David Ian Macgregor	Board member	1 Dec 2012	Other	6150795
Gaetan Hudon	Head of finance	1 Feb 2013	Other	6166680
Peter Matthew Zabierek	Chief executive officer	1 May 2013	Other	3101176
Troy Kemp Swann	Board member	1 Nov 2013	Other	5915461
Lisa Jane Boyce	Board member	1 Apr 2016	Other	6639224
Gregory Peter Moss	Board member	1 Sep 2016	Other	6703837
Martin Van Den Hoeven	Chief financial officer	1 Jun 2017	Other	6816029
Jill (Nmn) Rikard Bell	Board member	1 Mar 2018	Other	6923234
David Leslie Charles Doumani	Chief compliance officer	1 Aug 2018	Other	7002753
Emmanuel Matte	Chief executive officer	1 Nov 2018	Other	7054290

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Caisse De Depot Et Placement Du Qubec	Shareholder	1 Sep 1995	75% - 100%	98-0380483
Cadim Inc.	Shareholder	1 May 2002	75% - 100%	98-0354735
Cadim Inc	Shareholder	1 May 2002	75% - 100%	98-0354735
Pierre Ferland	Shareholder	1 Nov 2005	25% - 50%	5126737
Nab Asset Management Holdings Limited	Shareholder	1 Jun 2010	75% - 100%	foreign
National Wealth Management Holdings Limited	Shareholder	1 Jun 2010	75% - 100%	foreign
National Australia Bank	Shareholder	1 Jun 2010	75% - 100%	foreign
Nabinvest Holdings Limited	Shareholder	1 Jun 2010	75% - 100%	foreign
National Australian Bank	Shareholder	1 Jun 2010	75% - 100%	foreign

Based in Montreal, Quebec

The principal office where Presima Inc. performs its advisory services is located at 1000, Place Jean Paul Riopelle, Montreal, Quebec, H2 Z 2 B6, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 514-673-1375 or by fax 514-673-1378. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at presima.com.