van Berkom and Associates Inc

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van Berkom and Associates Inc
CRD #128221
SEC #801-62340
CIK #0001524408
AUM $3.2 BB (2024-03-11)
Employees 31 (48% Investors, 0% Brokers)
Phone514-985-5759
Address600 de Maisonneuve Blvd West
Montreal Quebec, Canada
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
6.04.83.62.41.20.02002200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
HLNE 2.6 0.0
ENSG 4.1 0.0
SNEX 1.5 0.0
LOPE 3.1 0.0
EEFT 5.3 0.0
LAUR 2.0 0.0
GMED 5.9 0.0
FSS 2.1 0.0
MMS 3.8 0.0
ORA 4.1 0.0
View All
Holdings by Sector ($BB)
5.04.03.02.01.00.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 0.0
(g) Pension and profit sharing plans 16 0.8
(h) Charitable organizations 0 0.4
(i) State or municipal government entities 9 1.8
(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 0.1
Total 49 3.2
By Discretionary
Discretionary 49 3.2
Non-Discretionary 0 0.0
Total 49 3.2
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 1.4
Total 49 3.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001524408]
SC 13G [0001524408]
Form 13D/13G Filer Form 13D/13G Subject Filed
van Berkom & Associates Inc van Berkom & Associates Inc [2022-06-09]
van Berkom & Associates Inc van Berkom & Associates Inc [2022-02-09]
van Berkom & Associates Inc van Berkom & Associates Inc [2022-01-05]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-12-07]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-07-08]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-07-08]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-07-08]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-06-04]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-05-05]
van Berkom & Associates Inc van Berkom & Associates Inc [2021-05-05]
View All
Comparable Firms State AUM ($BB)
Tandem Investment Advisors Inc
SC 3.2
Lindbrook Capital LLC
CA 3.2
Goelzer Investment Management Inc
IN 3.2
Valor Advisors LLC
FL 3.1
FFT Wealth Management LLC
PA 3.1
Quotient Wealth Partners LLC
TX 3.1
Carret Asset Management LLC
NY 3.1
Jefferies Investment Advisers LLC
NY 3.1
Granahan Investment Management LLC
MA 3.1
Rubinbrown Advisors LLC
MO 3.1
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