Van Berkom & Associates is an investment advisor in Montreal, Quebec with $4.62 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 ?
$4.62 bn
(as of 28 Oct 21)
Accounts
53
(as of 28 Oct 21)
Employees
22
(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 |
|---|---|---|---|
| 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% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
SC 13G
Van Berkom & Associates / Van Berkom & Associates ownership change
9 Jun 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
14 Feb 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
14 Feb 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
14 Feb 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
14 Feb 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
11 Feb 22
SC 13G/A
Van Berkom & Associates / Van Berkom & Associates ownership change
11 Feb 22