other names
  • VAN BERKOM AND ASSOCIATES INC.
  • VAN BERKOM GLOBAL ASSET MANAGEMENT

Adviser Profile

As of Date 10/28/2025
ADV Location MONTREAL, QUEBEC, Canada
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 33 6%
of those in investment advisory functions 17 13%
Registration SEC, Approved, 09/04/2003
AUM* 3,798,603,399 21%
of that, discretionary 3,798,603,399 21%
Private Fund GAV* 0
Avg Account Size 84,413,409 31%
% High Net Worth 2.38% -21%
SMA’s Yes
Private Funds 0
Contact Info 514 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 5B 4B 3B 2B 2B 753M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker518613203 Stock NameLAUREATE EDUCATION INC. $ Position$124,151 % Position4.00% $ Change-3.00% # Change-9.00%
Stck Ticker38526M106 Stock NameGRAND CANYON EDUCATION INC. $ Position$102,010 % Position3.00% $ Change-11.00% # Change17.00%
Stck Ticker407497106 Stock NameHAMILTON LANE INC. $ Position$102,026 % Position3.00% $ Change10.00% # Change11.00%
Stck Ticker04247X102 Stock NameARMSTRONG WORLD INDS INC. $ Position$88,199 % Position3.00% $ Change-6.00% # Change-3.00%
Stck Ticker12510Q100 Stock NameCCC INTELLIGENT SOLUTIONS HLD $ Position$93,022 % Position3.00% $ Change7.00% # Change23.00%
Stck Ticker159864107 Stock NameCHARLES RIVER LABORATORIES $ Position$89,904 % Position3.00% $ Change16.00% # Change-9.00%
Stck Ticker29358P101 Stock NameENSIGN GROUP INC. $ Position$109,402 % Position3.00% $ Change-15.00% # Change-16.00%
Stck Ticker29414B104 Stock NameEPAM SYS INC. $ Position$86,769 % Position3.00% $ Change56.00% # Change15.00%
Stck Ticker298736109 Stock NameEURONET WORLDWIDE INC. $ Position$98,264 % Position3.00% $ Change1.00% # Change17.00%
Stck Ticker577933104 Stock NameMAXIMUS INC. $ Position$97,570 % Position3.00% $ Change-8.00% # Change-3.00%

Brochure Summary