Global Alpha Capital Management Ltd.

RIASEC RegisteredEst. 2012

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$45.6M

Accounts

139

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 161512
Registered since: April 20, 2012
Website: www.cclgroup.com
Custodians: DESJARDINS, CIBC WORLD MARKETS CORP., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., RBC IST
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government22.29%
Pension & Profit Sharing Plans22.14%
Other Investment Advisers21.08%
Pooled Investment Vehicles17.15%
Corporations / Businesses9.69%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Alpha Capital Management Ltd. is a SEC-registered investment adviser active since 2012 that primarily serves institutional clients while also managing portfolios for pooled vehicles and for individuals, small businesses, and other institutions. Ownership is reported as a combination of a foreign entity and an individual. The firm charges a mix of asset-based fees and performance-linked fees and reports advisory activity that includes acting as sponsor, general partner, or manager of pooled investment vehicles in addition to traditional portfolio management. The firm does not identify as an ESG investor, is not registered as a multi-state adviser, and is not newly formed. Its stated classification is unclassified and it does not present itself as a capital allocator.