VAN BERKOM AND ASSOCIATES INC.
CRD 128221 · SEC 801-62340
Large incorporated asset manager or corporate group — typically not a local adviser team.
600 DE MAISONNEUVE BLVD. WEST, SUITE 2510, MONTREAL, QUEBEC, H3A 3J2, Canada
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.80B
Discretionary AUM
$3.80B
Team
33 total employees; 17 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-25
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $43.4M |
| Pension/profit sharing plans | 14 | $714.0M |
| Charitable organizations | 9 | $389.7M |
| State/municipal entities | 9 | $2.32B |
All web addresses on file
Official SEC filing: View on IAPD