VAN BERKOM AND ASSOCIATES INC.
Total AUM
$3.8B
Employees
33Clients
40Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 DE MAISONNEUVE BLVD. WEST
SUITE 2510
MONTREAL, QUEBEC
H3A 3J2
Canada
SUITE 2510
MONTREAL, QUEBEC
H3A 3J2
Canada
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
514-985-5759
Financials
Total AUM
$3.8B
Accounts
45Discretionary
$3.8B
Accounts
45Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$15.4M
Pooled Vehicle Clients
5AUM
$43.4M
Pension/Profit Sharing Plan Clients
14AUM
$714M
Charitable Organization Clients
9AUM
$389.7M
Government Entity Clients
9AUM
$2.3B
Insurance Company Clients
1AUM
$176.2M
Other Clients
1AUM
$139.6M
Description of Other Clients
MUTUAL AND SEGREGATED FUNDS
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.