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 Government61.25%
- Pension & Profit Sharing Plans17.73%
- Charitable Organizations11.09%
- Pooled Investment Vehicles5.25%
- Other4.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Berkom and Associates Inc. is an SEC-registered institutional registered investment adviser (registration with the SEC in 2003) that operates as both an adviser and a broker-dealer. The firm serves primarily institutional clients and offers portfolio management across individuals/small businesses, pooled investment vehicles, and institutional/business accounts. Its fee model combines a percentage-of-AUM charge with performance-based fees. Ownership is described as a mix of a foreign entity and an individual. The firm identifies as an active ESG investor and reports portfolio management focus on exchange-traded equities.
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
Joannes Van Berkom
Chairman and Chief Executive OfficerCRD 5036736
Patrick Lamontagne
Partner and COOCRD 7088145
Louis-Philippe Marineau
Chief Compliance Officer & Legal CounselCRD 8182840
Contacts
3 of 14
Mathieu Sirois
Partner, PresidentCRD 5379526
Muhammad Ammar Ali
Partner, Senior AnalystCRD 5912143
Ghislaine Van Berkom
SecretaryCRD 5966705
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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