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 Ticker29358P101 Stock NameENSIGN GROUP INC. $ Position$129,214 % Position4.00% $ Change12.00% # Change0.00%
Stck Ticker518613203 Stock NameLAUREATE EDUCATION INC. $ Position$128,020 % Position4.00% $ Change10.00% # Change-18.00%
Stck Ticker861896108 Stock NameSTONEX GROUP INC. $ Position$121,138 % Position4.00% $ Change11.00% # Change0.00%
Stck Ticker74164F103 Stock NamePRIMORIS SERVICES CORP. $ Position$87,751 % Position3.00% $ Change15.00% # Change-35.00%
Stck Ticker74276R102 Stock NamePRIVIA HEALTH GROUP INC $ Position$93,987 % Position3.00% $ Change41.00% # Change30.00%
Stck Ticker92645B103 Stock NameVICTORY CAP HLDGS INC. COM CL A $ Position$108,966 % Position3.00% $ Change-4.00% # Change-6.00%
Stck Ticker577933104 Stock NameMAXIMUS INC. $ Position$106,092 % Position3.00% $ Change19.00% # Change-8.00%
Stck Ticker12510Q100 Stock NameCCC INTELLIGENT SOLUTIONS HLD $ Position$86,760 % Position3.00% $ Change5.00% # Change9.00%
Stck Ticker04247X102 Stock NameARMSTRONG WORLD INDS INC. $ Position$93,713 % Position3.00% $ Change4.00% # Change-14.00%
Stck Ticker06417N103 Stock NameBANK OZK $ Position$92,704 % Position3.00% $ Change9.00% # Change1.00%

Brochure Summary