MONTREAL, QUEBECCRD 128221Latest ADV October 28, 2025
Van Berkom and Associates Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated October 28, 2025, reports $3.8B in regulatory assets under management, 33 employees, and 45 accounts.
Assets Under Management
$3.8B
Employees
33
Offices
--
Total Clients
37
Primary office
MONTREAL, QUEBEC
600 DE MAISONNEUVE BLVD. WEST, SUITE 2510, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 37.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
37.8%
14
2
Charitable
24.3%
9
3
Government
24.3%
9
4
Pooled Investment Vehicles
13.5%
5
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
MUTUAL AND SEGREGATED FUNDS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of October 28, 2025
Discretionary100.0%
$3.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.8B
Total Accounts45
10Y AUM Change+$505M (+15.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee1:1
10Y Employee Change+23 (+230.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.