VAN BERKOM AND ASSOCIATES INC.

RIASEC RegisteredEst. 2003

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$84.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MONTREAL,
CRD number: 128221
Registered since: September 4, 2003
Website: www.vanberkomglobal.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government61.08%
Pension & Profit Sharing Plans18.8%
Charitable Organizations10.26%
Insurance Companies4.64%
Other3.67%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Van Berkom And Associates Inc. is a corporate registered investment adviser that has been SEC-registered since 2003. The firm serves an institutional client base while also providing portfolio management for individuals, pooled vehicles, and businesses or institutions. Its compensation arrangements include percentage-of-AUM fees and performance-based fees. The firm identifies as an active ESG investor and is classified as an unclassified entity; ownership is listed as a combination of a foreign entity and an individual. Van Berkom’s advisory activity spans discretionary portfolio management across multiple client types rather than acting primarily as a capital allocator. Its business model appears centered on managing equity-heavy portfolios and managing pooled investment vehicles in addition to separate accounts for institutional and private clients.