other names
  • VAN BERKOM AND ASSOCIATES INC.
  • VAN BERKOM GLOBAL ASSET MANAGEMENT
{{ Info.Overview }}

Adviser Profile

As of Date 10/28/2025
Registration SEC, Approved, 09/04/2003
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 514 xxxxxxx
Websites
AUM* 3,798,603,399 21%
of that, discretionary 3,798,603,399 21%
Number of Employees 33 6%
of those in investment advisory functions 17 13%
Private Fund GAV* 0
Avg Account Size 84,413,409 31%
% High Net Worth 2.38% -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 5B 4B 3B 2B 2B 753M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker861896108 Stock NameSTONEX GROUP INC. $ Position$111,640 % Position4.00% $ Change3.00% # Change21.00%
Stck Ticker518613203 Stock NameLAUREATE EDUCATION INC. $ Position$108,118 % Position4.00% $ Change-13.00% # Change-16.00%
Stck Ticker25402D102 Stock NameDIGITALOCEAN HLDGS INC. $ Position$110,953 % Position4.00% $ Change43.00% # Change-20.00%
Stck Ticker159864107 Stock NameCHARLES RIVER LABORATORIES $ Position$86,449 % Position3.00% $ Change-4.00% # Change11.00%
Stck Ticker12510Q100 Stock NameCCC INTELLIGENT SOLUTIONS HLD $ Position$81,091 % Position3.00% $ Change-13.00% # Change16.00%
Stck Ticker06417N103 Stock NameBANK OZK $ Position$79,133 % Position3.00% $ Change-8.00% # Change-8.00%
Stck Ticker407497106 Stock NameHAMILTON LANE INC. $ Position$82,831 % Position3.00% $ Change-19.00% # Change10.00%
Stck Ticker302941109 Stock NameFTI CONSULTING INC. $ Position$77,947 % Position3.00% $ Change-5.00% # Change-8.00%
Stck Ticker313855108 Stock NameFEDERAL SIGNAL CORP. $ Position$78,330 % Position3.00% $ Change-3.00% # Change-2.00%
Stck Ticker298736109 Stock NameEURONET WORLDWIDE INC. $ Position$82,717 % Position3.00% $ Change-16.00% # Change-3.00%

Brochure Summary