# Van Berkom and Associates

Van Berkom and Associates is an Asset Manager based in Montreal, Quebec, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Montreal, Quebec, Canada
- **Region:** North America
- **Address:** Montreal, Quebec, Canada
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** vanberkom.com

## Regulatory record

- **CRD number:** 128221
- **SEC file number:** 801-62340
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128221

## About

VAN BERKOM AND ASSOCIATES INC. is an SEC-registered investment adviser in MONTREAL, QUEBEC, registered since 2003. The firm manages approximately $3.8 billion in regulatory assets. It has 33 employees and 17 investment advisers.

## Sectors

- Small/Mid-Cap Equities

## People

- J. Sebastian van Berkom — Founder, President and Chief Investment Officer

## Questions

### Who runs investment decisions at Van Berkom and Associates?

J. Sebastian van Berkom, the firm's founder, serves as President and Chief Investment Officer and holds final authority over all investment decisions. He is supported by a small, long-tenured team of research analysts. The firm's structure is not committee-driven; portfolio construction reflects van Berkom's concentrated, high-conviction approach.

### What kind of institutional clients does Van Berkom serve?

The firm manages segregated long-only mandates for Canadian and select international institutional investors. Its client base includes public and corporate pension funds, university endowments, and foundations. Van Berkom does not operate pooled funds or retail vehicles, and has remained an institutional-only manager since its founding.

### Does Van Berkom invest outside the United States and Canada?

No. The firm's two principal strategies—Canadian small-cap and U.S. small- to mid-cap—cover only North American equities. There is no reported allocation to Europe, Asia, or emerging markets. This geographic focus is a deliberate part of the firm's specialized mandate.

### Has Van Berkom expanded into other asset classes or strategies over time?

The firm has not diversified beyond its core small- and mid-cap equity strategies. It has introduced no large-cap, fixed income, private equity, or alternative asset vehicles. This deliberate product narrowness reflects a governance decision to avoid style drift and capacity pressure, preserving the strategy's original design.

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Last updated: 2026-06-03T20:00:00.000Z

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