Pembroke Asset Advisors, LLC

Overview

Pembroke Asset Advisors, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients. The firm functions as a capital allocator with a clear tilt toward publicly traded equities and exchange-traded products, while also arranging exposure to third-party alternative managers for real estate. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when specific capabilities are needed. Fee arrangements are flexible—percentage of AUM combined with hourly and fixed-fee options—which supports both ongoing asset management relationships and project-based planning work. Investment activity is concentrated in liquid equity markets, with the firm using both model/managed account approaches and third-party fund allocations where appropriate. Pembroke’s profile and custodial footprint suggest a mix of hands-on trading capability and delegated management: the firm appears to favor transparent, easily traded instruments for core allocations while accessing specialist managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices