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Pembroke Management Ltd.

● SEC registered since 2011CRD 155405SEC# 801-72181Montreal, Quebec
Export (members)
Reg. AUM
$1.91B
Employees
25
Accounts
173
Location
Montreal, Quebec

Pembroke Management Ltd. assets under management

Pembroke Management Ltd. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2011. It reports $1.9 billion in regulatory assets under management and employs 25 people.

Pembroke Management Ltd. owners & executives

10 reported
NameTitleOwnershipSince
Allan Ian Aitken ControlShareholder, Vice-Chair, Director5-10%1989
Andrew Cornelius GarschagenShareholder, Vice President And Director10-25%2017
Angus Scott Taylor ControlShareholder, Vice-ChairUnder 5%1968
Anthony Michael Calzetta ControlShareholder, Chief Financial OfficerUnder 5%2023
Caroline Sandra Taylor ControlShareholder, Chief Compliance OfficerUnder 5%2024
Douglas Malcolm Pospisil ControlShareholder And Vice President5-10%2014
James Matthew Beckerleg ControlShareholder, Vice President And Director10-25%2014
Jeffrey Stewart Tory ControlShareholder, Chair And DirectorUnder 5%1989
Nicolas Gilles Chevalier ControlShareholder, President, Ceo & Director10-25%2001
Stephen Hui ControlShareholder And Vice President10-25%2014

Frequently asked questions

How much does Pembroke Management Ltd. manage?

Pembroke Management Ltd. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Pembroke Management Ltd. have?

Pembroke Management Ltd. reports 25 employees.

Where is Pembroke Management Ltd. located?

Pembroke Management Ltd. is based in Montreal, Quebec and has been SEC-registered since 2011.

Does Pembroke Management Ltd. disclose fund performance?

Pembroke Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1002 Sherbrooke Street West, Suite 1700, Montreal, Quebec H3A 3S4
Phone514-848-1991
Fax514-848-1725
Office hours8 a.m. To 5 p.m.
SEC regionHQ
CIK1063497
Discloses disciplinary historyNo

Regulatory AUM

$1.91B▲ 14%
Feb '25 — $1.67BMar '25 — $1.67BApr '25 — $1.67BMay '25 — $1.67BJun '25 — $1.67BJul '25 — $1.67BAug '25 — $1.67BSep '25 — $1.67BOct '25 — $1.67BNov '25 — $1.67BDec '25 — $1.67BJan '26 — $1.67BFeb '26 — $1.67BMar '26 — $1.91BApr '26 — $1.91BMay '26 — $1.91BJun '26 — $1.91BJul '26 — $1.91B
Feb '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers

Assets under management

$1.91Bregulatory AUM
Discretionary $1.91B