Van Berkom and Associates
Van Berkom and Associates is a Montréal-based, 100% employee-owned boutique investment manager founded in 1991, managing CA$4.8B in small and mid-cap equities across five strategies (Canada, U.S. Small, U.S. Small-Mid, Global, International) for pension funds, corporations, foundations, and endowments.
- Company typePrivate
- Founded1991
- HeadquartersMontréal, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Van Berkom and Associates does
Van Berkom and Associates Inc., operating as Van Berkom Global Asset Management, is a Montréal-based, 100% employee-owned investment management firm founded in 1991 by J. Sebastian van Berkom. The firm specializes exclusively in small and mid-capitalization equities, managing CA$4.8 billion in assets under management as at April 30, 2026 across five distinct strategies: Canadian Small Cap, U.S. Small Cap, U.S. Small-Mid Cap, Global Small Cap, and International Small Cap. It serves institutional clients including pension funds, corporations, foundations, and endowment funds, with country-specific distribution sites in Canada, the United States, and Asia.
The firm operates a single, unified bottom-up fundamental investment process applied consistently across all five strategies, with ESG factors integrated into the research workflow and a stated emphasis on depth of knowledge developed through numerous management meetings with portfolio companies. Distribution is conducted via direct institutional sales relationships, supported by a secure SharePoint-based client portal and a LinkedIn company page. The 11-50 employee headcount is consistent with a boutique specialist model that has maintained the same investment process for more than 30 years under founder and CEO J. Sebastian van Berkom.
Van Berkom generates revenue through a fee-based asset management model on institutional mandates; specific fee schedules are not publicly disclosed. Ownership is 100% employee-held, with no external parent company or private equity involvement, and the firm is not publicly traded. There are no disclosed subsidiaries, funding rounds, partnerships, M&A activity, or material leadership changes in the source data, indicating a stable, long-tenured operating posture focused on organic small-cap mandate growth across Canada, the U.S., and Asia.
Van Berkom and Associates firmographics
Firmographics- Name
- Van Berkom and Associates
- Legal name
- Van Berkom and Associates Inc.
- Website
- https://vbassociates.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Van Berkom and Associates is a Montréal-based, 100% employee-owned boutique investment manager founded in 1991, managing CA$4.8B in small and mid-cap equities across five strategies (Canada, U.S. Small, U.S. Small-Mid, Global, International) for pension funds, corporations, foundations, and endowments.
- Ownership category
- akta.pro rank
Van Berkom and Associates industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Small-/Mid-Cap Equity Long/Short (FSAHAAAG)
- akta.pro secondary industry
- SDG / Thematic Sustainable Investment Funds (FSANAJAN)
Keywords
Where Van Berkom and Associates is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Markets served
Van Berkom and Associates business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Distribution channels2 records
Marketing channels2 records
Van Berkom and Associates product offering
Product offeringCore offering
Van Berkom and Associates (Van Berkom Global Asset Management) is a specialized investment management firm that manages stock portfolios for institutional clients using a bottom-up fundamental investment process. The firm offers five distinct small and mid-capitalization equity strategies: Canadian Small Cap, U.S. Small Cap, U.S. Small-Mid Cap, Global Small Cap, and International Small Cap. The firm manages CA$4.8 billion in assets under management for pension funds, corporations, foundations, and endowment funds.
Product overview
Van Berkom Global Asset Management is a specialized investment management firm that operates as a single, unified offering across five distinct regional and capitalization-based investment strategies. The company manages stock portfolios using a consistent bottom-up fundamental investment process, with ESG factors reviewed and analyzed as part of the research. The five named strategies (Canadian Small Cap, U.S. Small Cap, U.S. Small-Mid Cap, Global Small Cap, and International Small Cap) share the same core investment philosophy but target different geographic regions and market capitalizations. The firm is 100% employee-owned and manages CA$4.8 billion in assets under management.
Differentiator
Problem solved
Functional benefit
Products and services
- Canadian Small Cap Strategy
- U.S. Small Cap Strategy Investment strategy focused on high-quality, well-managed small-cap companies in the United States, managed with a bottom-up fundamental approach for institutional clients.
- U.S. Small-Mid Cap Strategy Investment strategy focused on high-quality, well-managed small-mid capitalization companies in the United States, managed with a bottom-up fundamental approach for institutional clients.
- Global Small Cap Strategy Investment strategy focused on high-quality, well-managed small-cap companies across global markets, managed with a bottom-up fundamental approach for institutional clients.
- International Small Cap Strategy Investment strategy focused on high-quality, well-managed small-cap companies in international markets outside the U.S., managed with a bottom-up fundamental approach for institutional clients.
Companies that use Van Berkom and Associates
Customer profileSegments4 records
Ideal customer profiles2 records
Van Berkom and Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Van Berkom and Associates partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights3 records
Van Berkom and Associates competitors and assessment
Company assessmentDirect peers
- Burgundy Asset Management: Toronto-based boutique investment manager focused on global, U.S., and Canadian small/mid-cap equities for institutional clients. Highly comparable to Van Berkom as a similarly sized, employee-owned Canadian boutique with a deep small-cap specialization.
- Mawer Investment Management: Calgary-based institutional asset manager offering global small-cap, U.S. small-mid cap, and Canadian equity strategies. Directly comparable to Van Berkom as a Canadian boutique running multiple small-cap strategies for institutional clients using fundamental research.
- Beutel Goodman: Toronto-based employee-owned boutique specializing in fundamental North American small/mid-cap and balanced equity strategies for institutional clients. Closely comparable to Van Berkom in philosophy, ownership structure, and small-cap equity focus.
- Letko Brosseau: Montreal-based employee-owned investment manager offering Canadian and global equity strategies for institutional clients. Comparable to Van Berkom given shared Montreal base, employee ownership, and institutional small/mid-cap mandate focus.
- Genus Capital Management: Vancouver-based boutique offering Canadian, U.S., and global small-cap equity strategies using fundamental research. Comparable to Van Berkom as a Western-Canadian boutique competing for similar institutional small-cap mandates.
- Triasima: Montreal-based institutional asset manager specializing in global, international, and Canadian small/mid-cap equity mandates. Directly comparable to Van Berkom given the small-cap specialty and Montreal headquarters.
Broad incumbents
- Fiera Capital: Montreal-headquartered multi-affiliate asset manager offering Canadian, U.S., and global small-cap strategies alongside fixed income, private markets, and alternatives. Comparable to Van Berkom as a Montreal-based competitor in small-cap mandates, but at significantly broader scale.
- AGF Investments: Toronto-based diversified Canadian asset manager with a range of equity strategies including small/smid-cap offerings. Comparable to Van Berkom as an institutional small-cap provider, though AGF operates at a much larger scale with mutual fund distribution.
- CI Global Asset Management: One of Canada's largest asset managers offering Canadian, U.S., and global small-cap equity products alongside a broad multi-asset platform. Comparable to Van Berkom in the small-cap space but as a broad incumbent with retail and institutional distribution.
- Canoe Financial: Canadian asset manager offering equity strategies including small/smid-cap mandates and alternative funds. Comparable to Van Berkom as a Canadian institutional asset manager with small-cap offerings, though broader in product mix.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
Van Berkom and Associates social profiles
Digital presenceVan Berkom and Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Van Berkom and Associates leadership team
Management profileNumber of profiles
Profiles2 records
Van Berkom and Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Van Berkom and Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Van Berkom and Associates
What does Van Berkom and Associates do?
Van Berkom and Associates (Van Berkom Global Asset Management) is a specialized investment management firm that manages stock portfolios for institutional clients using a bottom-up fundamental investment process. The firm offers five distinct small and mid-capitalization equity strategies: Canadian Small Cap, U.S. Small Cap, U.S. Small-Mid Cap, Global Small Cap, and International Small Cap. The firm manages CA$4.8 billion in assets under management for pension funds, corporations, foundations, and endowment funds.
Is Van Berkom and Associates a public or private company?
Van Berkom and Associates is a private company. It is classified as management employee owned and is currently operating.
When was Van Berkom and Associates founded?
Van Berkom and Associates was founded in 1991. It employs 11 to 50 people.
Where is Van Berkom and Associates based?
Van Berkom and Associates is headquartered in Montréal, Canada, in the North America region.
Who are Van Berkom and Associates's main competitors?
Direct peers on record are Burgundy Asset Management, Mawer Investment Management, Beutel Goodman, Letko Brosseau, Genus Capital Management and Triasima. Broad incumbents are Fiera Capital, AGF Investments, CI Global Asset Management and Canoe Financial.
Does Van Berkom and Associates have an API?
No public API is recorded for Van Berkom and Associates.
What industry is Van Berkom and Associates in?
Van Berkom and Associates's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAHAAAG, Small-/Mid-Cap Equity Long/Short, with a secondary code of FSANAJAN, SDG / Thematic Sustainable Investment Funds. Its NAICS code is 523940 and its SIC code is 6282.