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| Happy Holidays!! thanks for using AUM13F!! |
| Pembroke Management Ltd
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| CRD # | 155405 |
| SEC # | 801-72181 |
| CIK # | 0001063497 |
| AUM | $1.7 B (2025-05-23) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 514-848-1991 |
| Address | 1002 Sherbrooke Street West Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Royal Bank of Canada | 65.0 | ||
| Toronto Dominion Bank | 49.4 | ||
| Core & Main Inc | 43.4 | ||
| Pure Storage Inc | 41.5 | ||
| Monolithic Power Systems Inc | 40.2 | ||
| Bank of Montreal /Can/ | 38.9 | ||
| Installed Building Products Inc | 38.0 | ||
| Federal Signal Corp /DE/ | 37.8 | ||
| Globus Medical Inc | 35.5 | ||
| Enbridge Inc | 34.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 122 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 1.1 |
| (g) Pension and profit sharing plans | 4 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 142 | 1.7 |
| By Discretionary | ||
| Discretionary | 142 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 142 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 0.0 | |
| Total | 142 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001063497] | |
| SC 13G | [0001063497] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DHK Financial Advisors Inc
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|
NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
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|
AL | 1.7 |
|
Colonial Trust Advisors Inc
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SC | 1.7 |
|
Larch Capital Partners LLC
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FL | 1.7 |
|
Austin Asset Management Co
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|
TX | 1.7 |
|
Oak Associates Ltd
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|
OH | 1.7 |
|
Rockbridge Investment Management LLC
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|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
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|
1.7 | |
|
Slatestone Wealth LLC
✚
|
FL | 1.7 |