Van Berkom & Associates is an investment advisor in Montreal, Quebec with $3.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-62340
FINRA CRD number
128221
AUM ?
$3.17 bn
(as of 27 Oct 22)
Accounts
55
(as of 27 Oct 22)
Employees
28
(14 investment advisory or research)
Address
Van Berkom & Associates
1130 SHERBROOKE STREET WEST, SUITE 1005
MONTREAL
A8 H3A 2M8
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
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
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% |
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 | 25-50% |
Van Berkom J Sebastian | President and Chief Executive Officer | 07/1991 | > 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% |
Lussier, Simon | Partner, Vice-president, Senior Advisor | 01/2021 | < 5% |
Cicci, Julien | Partner, Senior Analyst, U.S. Small-cap Equities | 03/2019 | < 5% |
Innes, Alexandre | Partner, Senior Analyst, U.S. Small-cap Equities | 03/2019 | < 5% |
Ling, Zhuo | Partner, Senior Portfolio Manager, Global Equities | 03/2017 | 5-10% |
Four Lakes Investments Inc. | Holding Company, Wholly-owned by Owen Gibbons | 07/2020 | 10-25% |
Gibbons, Owen | President | 07/2020 | > 75% |
Snowy Owl Capital Inc. | Holding Company, Wholly-owned by Gabriel Bouchard-phillips | 01/2022 | 10-25% |
Watier, Francois | Partner, Senior Analyst, Canadian Small-cap Equities | 05/2022 | < 5% |
Robillard, Maxime | Partner, Senior Analyst, Canadian Small-cap Equities | 05/2022 | < 5% |
Lamontagne, Patrick | Partner, Chief Operating Officer | 05/2022 | < 5% |
Lambrinos, Philip | Head Trader and Manager, Trading Department | 05/2022 | < 5% |
Gasser, Melissa | Partner, Senior Analyst, Global Equities | 05/2022 | < 5% |
Haddad, Karim | Partner, Senior Analyst, Global Equities | 05/2022 | < 5% |
Bouchard-phillips, Gabriel | President | 12/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
13 Feb 24
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
6 Feb 23
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
6 Feb 23
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
6 Feb 23