MONTREAL, QUEBECCRD 155405Latest ADV March 5, 2026
Pembroke Management Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated March 5, 2026, reports $1.9B in regulatory assets under management, 25 employees, 1 office, and 173 accounts.
Assets Under Management
$1.9B
Employees
25
Offices
1 office
Total Clients
173
Primary office
MONTREAL, QUEBEC
1002 SHERBROOKE STREET WEST, SUITE 1700, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.7% of total clients.
Top client categories% of clientsClients
1
HNWI
86.7%
150
2
Pooled Investment Vehicles
11.0%
19
3
Pension Plans
2.3%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 5, 2026
Discretionary100.0%
$1.9B
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$1.9B
Total Accounts173
10Y AUM Change$-4M (-0.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee7:1
10Y Employee Change+6 (+31.6%)
* 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.