Key facts
- BMO Family Office is an investor based in Portland, OR.
- BMO Family Office reports $184.4M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 281337- Regulatory AUM
- $184.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 303
- Registered office
- TORONTO, ONTARIO
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BMO NESBITT BURNS SECURITIES LTD.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BMO Family Office are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BMO Family Office's AUM?
- BMO Family Office manages approximately $184.4M in assets.