Van Berkom and Associates Inc.
● SEC registered since 2003CRD 128221SEC# 801-62340Montreal, Quebec
Reg. AUM
$3.42B
Employees
33
Accounts
39
Location
Montreal, Quebec
About Van Berkom and Associates
Van Berkom Global manages small- and mid-cap equity strategies across Canadian, U.S., global, and international markets. Its approach is bottom-up and fundamental, with ESG factors included in the research process.
Summary based on the firm’s website.
Van Berkom and Associates Inc. assets under management
Van Berkom and Associates Inc. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2003. It reports $3.4 billion in regulatory assets under management and employs 33 people.
Van Berkom and Associates Inc. owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 9245-3588 Quebec Inc. Control | Holding Company, Wholly-Owned By Mathieu Sirois | 10-25% | 2011 |
| Alexander Tiscione | Partner, Analyst, Global Equities | Under 5% | 2022 |
| Alexandre Innes | Partner, Senior Analyst, U.s. Small-Cap Equities | Under 5% | 2019 |
| Andy Kong | Partner, Head Of Global Business Development | Under 5% | 2024 |
| Beaurepaire Holdings Inc. Control | Holding Company, Wholly-Owned By Zhuo Ling | 10-25% | 2026 |
| Four Lakes Investments Inc. Control | Holding Company, Wholly-Owned By Owen Gibbons | 10-25% | 2020 |
| Francois Watier | Partner, Senior Analyst, Canadian Small-Cap Equities | Under 5% | 2022 |
| Gabriel Bouchard- Phillips Control | Partner & Senior Portfolio Manager, Canadian Small-Cap Equities | Under 5% | 2021 |
| Ghislaine Van Berkom | Secretary | Under 5% | 1991 |
| Joannes Sebastian Van Berkom | Founder & Partner, Honorary Chairman Of The Board | Under 5% | 2021 |
See all 27 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Van Berkom and Associates Inc. manage?
Van Berkom and Associates Inc. reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Van Berkom and Associates Inc. have?
Van Berkom and Associates Inc. reports 33 employees.
Where is Van Berkom and Associates Inc. located?
Van Berkom and Associates Inc. is based in Montreal, Quebec and has been SEC-registered since 2003.
Does Van Berkom and Associates Inc. disclose fund performance?
Van Berkom and Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 de Maisonneuve Blvd. West, Suite 2510, Montreal, Quebec H3A 3J2 |
| Phone | 514-985-5759 |
| Fax | 514-985-2430 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | HQ |
| CIK | 1524408 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.42B▼ 10%
Oct '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,389 advisers
EmployeesTop 16%
More than 84% of 16,799 advisers
Assets under management
$3.42Bregulatory AUM
Discretionary $3.42B