|
⚲
|
| Keyboard |
| Pembroke Management Ltd
✚
|
|
|---|---|
| CRD # | 155405 |
| SEC # | 801-72181 |
| CIK # | 0001063497 |
| AUM | 1,905.1 M (2026-03-05) |
| Employees | 25 (60% Investors, 0% Brokers) |
| Phone | 514-848-1991 |
| Address | 1002 Sherbrooke Street West Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 0.1 | ||
| Toronto Dominion Bank | 0.1 | ||
| Bank of Montreal /Can/ | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| Bank of Nova Scotia | 0.0 | ||
| Monolithic Power Systems Inc | 0.0 | ||
| Resideo Technologies Inc | 0.0 | ||
| Modine Manufacturing Co | 0.0 | ||
| Canadian Imperial Bank of Commerce /Can/ | 0.0 | ||
| AAON Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 150 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 19 | 1.2 |
| (g) Pension and profit sharing plans | 4 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 1.9 |
| By Discretionary | ||
| Discretionary | 173 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 173 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 0.0 | |
| Total | 173 | 1.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001063497] | |
| SC 13G | [0001063497] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.6B |
| Serves | Institutional, Retail |
| LEI | 5493006QC8TOZXSK7490 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Novare Capital Management
✚
|
NC | 1,917.1 M |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |
|
DT Investment Partners LLC
✚
|
PA | 1,912.8 M |
|
Resolute Advisors LLC
✚
|
CA | 1,910.5 M |
|
Continuum Advisory LLC
✚
|
ID | 1,907.9 M |
|
Patriot Investment Management Group Inc
✚
|
TN | 1,906.9 M |
|
JAG Capital Management LLC
✚
|
MO | 1,902.0 M |
|
Tributary Capital Management LLC
✚
|
NE | 1,901.0 M |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1,900.8 M |
|
Whittier Advisors LLC
✚
|
CA | 1,893.3 M |