The VAN BERKOM AND ASSOCIATES INC. is a privately held investment adviser that advises $3.66Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VAN BERKOM AND ASSOCIATES INC. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 12.53% over the last 5-years.
The Group has been registered with the SEC for 22.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 600 DE MAISONNEUVE BLVD. WEST SUITE 2510, MONTREAL, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 33 employees comprised of 17 investment and 16 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $3.66Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 32 other accounts. Assets of Government Entities and Pension Plans clients own $2.32Bn or 63.41% of Total Assets and Pension and Profit Sharing Plans-Private own $714.04mn or 19.51% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Government Entities and Pension Plans and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
VAN BERKOM AND ASSOCIATES INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.