other names
  • VAN BERKOM AND ASSOCIATES INC.
  • VAN BERKOM GLOBAL ASSET MANAGEMENT
{{ Info.Overview }}

Adviser Profile

As of Date 10/28/2025
Registration SEC, Approved, 09/04/2003
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 514 xxxxxxx
Websites
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

Adviser Type

- Large advisory firm
- Outside the United States

Number of Employees 33 6%

of those in investment advisory functions 17 13%

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 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker25402D102 Stock NameDIGITALOCEAN HLDGS INC. $ Position$110,953 % Position4.00% $ Change43.00% # Change-20.00%
Stck Ticker518613203 Stock NameLAUREATE EDUCATION INC. $ Position$108,118 % Position4.00% $ Change-13.00% # Change-16.00%
Stck Ticker861896108 Stock NameSTONEX GROUP INC. $ Position$111,640 % Position4.00% $ Change3.00% # Change21.00%
Stck Ticker92645B103 Stock NameVICTORY CAP HLDGS INC. COM CL A $ Position$101,812 % Position3.00% $ Change-4.00% # Change-8.00%
Stck Ticker749607107 Stock NameRLI CORP. $ Position$76,547 % Position3.00% $ Change-6.00% # Change6.00%
Stck Ticker607828100 Stock NameMODINE MFG CO $ Position$79,250 % Position3.00% $ Change36.00% # Change-16.00%
Stck Ticker70805E109 Stock NamePENNANT GROUP INC. $ Position$81,364 % Position3.00% $ Change-7.00% # Change-14.00%
Stck Ticker74276R102 Stock NamePRIVIA HEALTH GROUP INC $ Position$83,371 % Position3.00% $ Change-9.00% # Change5.00%
Stck Ticker29358P101 Stock NameENSIGN GROUP INC. $ Position$104,820 % Position3.00% $ Change-4.00% # Change-17.00%
Stck Ticker298736109 Stock NameEURONET WORLDWIDE INC. $ Position$82,717 % Position3.00% $ Change-16.00% # Change-3.00%

Brochure Summary