Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-62340
FINRA CRD number
128221
AUM ?
$5.03B (as of 9 Oct 19)
Accounts
52 (as of 9 Oct 19)
Employees
17 (13 investment advisory or research)
Address
Van Berkom & Associates
1130 SHERBROOKE STREET WEST, SUITE 1005
MONTREAL
A8 H3A 2M8
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
514-985-5759 EXT 221
Owner Title From %Ownership
Durand, Benoit Partner, Vice-president, Senior Portfolio Manager, Canadian Small-cap Equities 09/2002 < 5%
JSVB Investments Inc. Holding Company, Wholly-owned by J Sebastian Van Berkom 07/1991 50-75%
Van Berkom, Joannes, Sebastian President and Chief Executive Officer, Ultimate Designated Person, Chief Financial Officer, Chief Operations Officer, Chief Lega 07/1991 < 5%
Sirois, Mathieu Partner, Vice-president, Senior Portfolio Manager, U.S. Small-cap Equities 03/2007 < 5%
6789803 Canada Inc. Holding Company, Wholly-owned by Beno�t Durand 06/2007 10-25%
Timmons, Charles Partner & Portfolio Manager, Canadian Small-cap Equities 11/2009 5-10%
Gibbons, Owen Partner & Senior Portfolio Manager, U.S. Small-mid Cap Equities 03/2011 5-10%
Ali, Muhammad Ammar Partner & Senior Analyst, U.S. Small-cap Equities 03/2011 < 5%
9245-3588 Quebec Inc. Holding Company, Wholly-owned by Mathieu Sirois 06/2011 10-25%
Van Berkom J Sebastian President and Chief Executive Officer 07/1991 > 75%
Durand Beno�t President and Chief Executive Officer 06/2007 > 75%
Sirois Mathieu President and Chief Executive Officer 06/2011 > 75%
Van Berkom, Ghislaine Secretary 07/1991 < 5%
Bouchard- Phillips, Gabriel Partner & Portfolio Manager, Canadian Small-cap Equities 03/2013 5-10%
Lussier, Simon Partner, Vice-president, Chief Compliance Officer 03/2013 < 5%
Cicci, Julien Partner, Analyst, U.S. Small-cap Equities 03/2019 < 5%
Innes, Alexandre Partner, Analyst, U.S. Small-cap Equities 03/2019 < 5%
Ling, Zhuo Partner, Senior Analyst, U.S. Small-mid Cap Strategy 03/2017 < 5%

Investment data

Data from SEC filings
Top 50 of 60 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$134.92M 280.15K 283.03K -1.0
$128.14M 5.57M 5.83M -4.4
$123.14M 543.76K 663.86K -18.1
$121.97M 1.53M 1.54M -0.8
$114.84M 1.94M 2.05M -5.3
$114.53M 1.48M 1.49M -0.6
$113.41M 4.43M 4.69M -5.5
$104.55M 7.87M 8.52M -7.6
$102.64M 1.5M 1.51M -0.6
Stonex Group Inc
$98.73M 1.93M NEW
$93.86M 1.03M 974.07K +6.1
$91.99M 3.84M 3.47M +10.8
$91.52M 1.55M 1.29M +19.9
$89.86M 1.07M 1.08M -0.6
$88.86M 184.98K 186.06K -0.6
$83.24M 1.41M 1.42M -0.3
$82.88M 909.76K 838.75K +8.5
$82.12M 2.81M 1.3M +116.3
$81.89M 836.89K 837.09K -0.0
$78.84M 2M 1.92M +4.5
$78.36M 1.58M 1.59M -0.6
$77.76M 871.81K 1.08M -19.3
$74.99M 597.54K 644.86K -7.3
$74.57M 1.43M 1.87M -23.2
$70.72M 3.57M 3M +19.1
$69.68M 3.27M 2.66M +22.7
$67.97M 1.66M 1.67M -0.4
$66.84M 3.71M 3.73M -0.6
$65.61M 1.95M 2.35M -16.9
$64.46M 676.67K 791.1K -14.5
$63.23M 2.94M 3.2M -8.3
$60.79M 817.78K 938.65K -12.9
$58.76M 1.8M 1.79M +0.3
$58.01M 661.15K 665.28K -0.6
$49.73M 890.74K NEW
$46.44M 433.9K 436.82K -0.7
$46.16M 470.92K 347.03K +35.7
$42.39M 637.63K 647.37K -1.5
$42.19M 4.48M 3.19M +40.4
$36.5M 3.25M 3.27M -0.5
$35.18M 674.23K 961.47K -29.9
$29.04M 220.41K 283.99K -22.4
$22.78M 2.89M 4.81M -40.0
$19.94M 2.89M 2.88M +0.2
$19.94M 289.95K 294.62K -1.6
$15.55M 272.5K NEW
$14.36M 983.29K NEW
$13.77M 454.21K 461.23K -1.5
$10.37M 447.55K 408.66K +9.5
$5.59M 357.25K 341.65K +4.6
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 20
31 Jul 21

News

Financial reports

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Current reports

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Registration and prospectus

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Proxies

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Other

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