Van Berkom And Associates Inc.
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
FINTRXOverview
Van Berkom And Associates Inc. is organized as a corporation and operates as an institutional registered investment adviser. The firm has been SEC-registered since 2003 and lists its client base as institutional. Its compensation model combines a percentage-of-assets fee with performance-based fees, and it provides discretionary portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or business clients. Van Berkom also identifies itself as an active ESG investor, indicating environmental, social, and governance considerations are incorporated into its investment process. The adviser is not positioned as a multi-state or pension consultant and does not describe itself as a capital allocator. Industry affiliation is reported as another investment adviser, which aligns with its focus on discretionary portfolio management for institutional clients rather than functioning as a broader platform or fund-of-funds sponsor.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Patrick Lamontagne
Partner and COOCRD 7088145

Joannes Van Berkom
Chairman and Chief Executive OfficerCRD 5036736
Louis-Philippe Marineau
Chief Compliance Officer & Legal CounselCRD 8182840
Contacts
3 of 14
Gabriel Bouchard- Phillips
Partner and Senior Portfolio ManagerCRD 6256220

Alexandre Innes
Partner and Senior AnalystCRD 7183118

Mathieu Sirois
Partner, PresidentCRD 5379526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.4M in ETFs
100%
$1.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI TAIWAN ETF (EWT) | BlackRock | Passive | China Region | $1.3M | 11,668 | 90.69% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 600 De Maisonneuve Blvd. West
- Office locations
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