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Van Berkom & Associates

Van Berkom & Associates is an investment advisor in Montreal, Quebec with $4.54B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-62340
FINRA CRD number
128221
AUM ?
$4.54B (as of 9 Jul 21)
Accounts
52 (as of 9 Jul 21)
Employees
22 (15 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 Advisor 01/2021 < 5%
JSVB Investments Inc. Holding Company, Wholly-owned by J Sebastian Van Berkom 07/1991 25-50%
Van Berkom, Joannes, Sebastian Founder & Partner, Chairman and Chief Executive Officer, Ultimate Designated Person 01/2021 < 5%
Sirois, Mathieu Partner, President, Senior Portfolio Manager, U.S. Small-cap Equities 01/2021 < 5%
6789803 Canada Inc. Holding Company, Wholly-owned by Benoit Durand 06/2007 10-25%
Timmons, Charles Partner & Portfolio Manager, Canadian Small-cap Equities 11/2009 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 Benoit 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 & Senior Portfolio Manager, Canadian Small-cap Equities 01/2021 5-10%
Lussier, Simon Partner, Vice-president, Compliance Officer 01/2021 < 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%
Four Lakes Investments Inc. Holding Company, Wholly-owned by Owen Gibbons 07/2020 10-25%
Gibbons, Owen President 07/2020 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 61 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$117.39M 1.33M 1.45M -8.0
$113.53M 1.23M 1.5M -17.9
$108.13M 1.64M 1.64M -0.2
$102.52M 2.65M 2.65M +0.2
$100.12M 5.89M 6.41M -8.1
$99.06M 1.23M 1.38M -10.7
$93.96M 227.69K 342.33K -33.5
$88.08M 3.61M 4.06M -11.3
$87.33M 2.03M 2.21M -8.0
$84.6M 1.05M 1.29M -18.7
$82.52M 991.86K 1.14M -13.0
$81.23M 1.56M 1.58M -0.9
$80.38M 2.02M 2.23M -9.6
$80.13M 3.54M 3.04M +16.4
$80.11M 509.17K 553.13K -7.9
$79.73M 3.26M 3.2M +1.8
$77.24M 1.84M 1.57M +17.7
$76.14M 759.37K 870K -12.7
$73.85M 986.11K 953.17K +3.5
$73.14M 574.62K 624.46K -8.0
$73.12M 521.71K 565.8K -7.8
$72.82M 764.31K 830.54K -8.0
$72.67M 652.98K 709.85K -8.0
$72.56M 947K 1.14M -17.2
$72.15M 171.5K 186.39K -8.0
$71.23M 1.01M 1.1M -8.1
$68.55M 508.88K 525.33K -3.1
$67.26M 1.33M 881.83K +50.4
$63.17M 948.37K 907.57K +4.5
$61.96M 3.97M 4.07M -2.3
$61.8M 576.8K 506.78K +13.8
$61.15M 423.04K 481.19K -12.1
$59.48M 1.28M 2M -36.0
$57.94M 367.12K 399.59K -8.1
$57.86M 124.4K 135.1K -7.9
$55.03M 1.18M 1.28M -8.0
$54.26M 340.27K 916.75K -62.9
$48.47M 2.8M 2.79M +0.4
$47M 598.99K 227.03K +163.8
$45.09M 1.45M 1.45M -0.2
$44.81M 1.79M 1.95M -8.1
$43.81M 344.3K 394.39K -12.7
$39.68M 286.78K 311.22K -7.9
$28.88M 618.44K 625.22K -1.1
$27.32M 1.3M NEW
$26.03M 328.35K 270.75K +21.3
$19.65M 661.51K 668.77K -1.1
$19.27M 107.24K 120.81K -11.2
$4.86M 83.31K 175.26K -52.5
$3.67M 212.09K 446.46K -52.5
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Jul 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings