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PRESIMA SECURITIES ULC

MONTREAL, QUEBEC, Canada · CRD 323382 · IAPD ↗ · 514-673-1375

$685.2MRegulatory AUM
8Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
December 2025 — PRESIMA SECURITIES ULC (MONTREAL, QUEBEC, Canada) left the SEC roster (was $685.2M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
23
April 2025 — PRESIMA SECURITIES ULC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.