Data / Investment advisers / Van Berkom and Associates Inc.
Van Berkom and Associates Inc., Montreal, Quebec, Canada: $3.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Van Berkom and Associates Inc. is an SEC registered investment adviser with its main office in Montreal, Quebec, Canada and reports $3.4 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include state and municipal governments, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 128221
- SEC file number
- 801-62340
- SEC status
- Approved, effective September 4, 2003
- Main office
- 600 de Maisonneuve Blvd. West Suite 2510, Montreal, Quebec, Canada H3A 3J2
- Phone
- (514) 985-5759
- Website
- vanberkomglobal.com
- Regulatory AUM
- $3,423,488,807 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $3,423,488,807
- Accounts
- 39
- Employees
- 33, of which 17 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 9 | $2.10 billion |
| Pension and profit sharing plans | 9 | $607.1 million |
| Charitable organizations | 8 | $379.8 million |
| Pooled investment vehicles | 5 | $179.7 million |
| High net worth individuals | Fewer than 5 | $15.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $3.42 billion | September 28, 2026 |
| December 1, 2025 | $3.80 billion | October 28, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Van Berkom and Associates Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.