Pembroke Management Ltd.
Firm details
- Headquarters
- Montreal,
- CRD number
- 155405
- Registered since
- March 4, 2011
- Website
- private.pml.ca
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles60.41%
- Pension & Profit Sharing Plans28.19%
- HNWI11.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pembroke Management Ltd. is a privately owned corporate RIA that has been SEC-registered since 2011. The firm serves both individuals and families as well as institutional clients, offering portfolio management for private clients and for businesses or institutional entities. Its fee model combines a percentage-of-assets approach with the capability to charge performance-based fees. The firm identifies equities as its preferred asset class and is not flagged as an active ESG investor. It is not structured as a capital allocator and is not described as a multi-state adviser. Pembroke maintains an industry affiliation as a broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Anthony Calzetta
Partner & Chief Financial OfficerCRD 7880704
Caroline Taylor
Partner & Chief Compliance OfficerCRD 7880712
Contacts
3 of 8
Nicolas Chevalier
Managing Partner, DirectorCRD 5864590
Jeffrey Tory
Partner, DirectorCRD 5864600
Angus Taylor
Co-FounderCRD 5864593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$27M in ETFs
100%
$27M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.4M | 20,566 | 56.96% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1002 Sherbrooke Street West
- Office locations
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