Van Berkom And Associates Inc. (Montreal, Quebec)
Van Berkom And Associates Inc. is a large advisory firm based in Montreal, Quebec. It manages $5.27 billion of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2003.
Van Berkom And Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Van Berkom And Associates: assets under management
The assets under management (AUM) of Van Berkom And Associates Inc. is $5.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 444% since the beginning of its operation, and $4.1 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Van Berkom And Associates Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Van Berkom And Associates serves?
The firm provides services to charitable organizations, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Van Berkom And Associates is state or municipal government entities with 12 clients and $3.29 billion of assets under management. Among the 6 most similar advisory firms, Van Berkom And Associates has the 2nd highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $4.53 billion for 29 clients. 74% of the firm’s clients are foreign persons or businesses.
Van Berkom And Associates doesn't advise any private funds.
Careers at Van Berkom And Associates Inc.
The company employs 16 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Montreal, Quebec
The principal office where Van Berkom And Associates Inc. performs its advisory services is located at 1130 Sherbrooke Street West, Montreal, Quebec, H3 A 2 M8, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 514-985-5759 or by fax 514-985-2430. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at vbassociates.com.
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