Van Berkom And Associates Inc.

RIASEC RegisteredEst. 2003
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$84.4M
Accounts
45
Employees
33
Advisory reps
17

Firm details

Headquarters
Montreal,
CRD number
128221
Registered since
September 4, 2003
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government61.08%
  • Pension & Profit Sharing Plans18.8%
  • Charitable Organizations10.26%
  • Insurance Companies4.64%
  • Other3.67%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Van Berkom And Associates Inc. is organized as a corporation and operates as an institutional registered investment adviser. The firm has been SEC-registered since 2003 and lists its client base as institutional. Its compensation model combines a percentage-of-assets fee with performance-based fees, and it provides discretionary portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or business clients. Van Berkom also identifies itself as an active ESG investor, indicating environmental, social, and governance considerations are incorporated into its investment process. The adviser is not positioned as a multi-state or pension consultant and does not describe itself as a capital allocator. Industry affiliation is reported as another investment adviser, which aligns with its focus on discretionary portfolio management for institutional clients rather than functioning as a broader platform or fund-of-funds sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Patrick Lamontagne

    Patrick Lamontagne

    Partner and COOCRD 7088145

  • Joannes Van Berkom

    Joannes Van Berkom

    Chairman and Chief Executive OfficerCRD 5036736

  • Louis-Philippe Marineau

    Chief Compliance Officer & Legal CounselCRD 8182840

Contacts

3 of 14
  • Gabriel Bouchard- Phillips

    Gabriel Bouchard- Phillips

    Partner and Senior Portfolio ManagerCRD 6256220

  • Alexandre Innes

    Alexandre Innes

    Partner and Senior AnalystCRD 7183118

  • Mathieu Sirois

    Mathieu Sirois

    Partner, PresidentCRD 5379526

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 3

Active vs passive

$1.4M in ETFs

Passive

100%

$1.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI TAIWAN ETF (EWT)BlackRockPassiveChina Region$1.3M11,66890.69%

Location

Primary office

Montreal, null

Location

Montreal, null

Headquartered in Montreal, null.

Address
600 De Maisonneuve Blvd. West
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth