Investment adviser · CRD 128221

VAN BERKOM AND ASSOCIATES INC.

Investment adviser filing (IA)

MONTREAL, QUEBEC, Canada · Form ADV filed Sep 28, 2026

Regulatory AUM
$3.42B
Form ADV · Item 5.F
Client accounts
39
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entities9$2,097,056,93661.3%
Retirement plans9$607,114,32517.7%
Charities8$379,756,00111.1%
Pooled investment vehicles5$179,694,3335.2%
Other clients5$144,309,3454.2%
High-net-worth individualsFewer than 5$15,557,8670.5%
Filing source

Form ADV 2134553 · Sep 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 28, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

600 DE MAISONNEUVE BLVD. WEST, SUITE 2510
MONTREAL, QUEBEC, H3A 3J2, Canada

CRD 128221

Filing source

Form ADV 2134553 · Sep 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.