Global Alpha Capital Management Ltd.

RIASEC RegisteredEst. 2012

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$45.6M

Accounts

139

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 161512
Registered since: April 20, 2012
Website: www.cclgroup.com
Custodians: DESJARDINS, CIBC WORLD MARKETS CORP., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., RBC IST
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government22.29%
Pension & Profit Sharing Plans22.14%
Other Investment Advisers21.08%
Pooled Investment Vehicles17.15%
Corporations / Businesses9.69%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Alpha Capital Management Ltd. is an SEC-registered institutional RIA that appears to serve primarily institutional clients while also offering portfolio management to individuals, pooled vehicles, and businesses. The firm structure is a corporation with foreign-entity and individual ownership and has been registered since 2012. Its client-fee arrangements include both a percentage-of-AUM schedule and performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.