# VAN BERKOM AND ASSOCIATES INC.

VAN BERKOM AND ASSOCIATES INC. of MONTREAL, QUEBEC is an SEC-registered investment adviser.

## Registration

- CRD: 128221
- Type: SEC-registered investment adviser
- SEC file number: 801-62340
- Location: 600 DE MAISONNEUVE BLVD. WEST, SUITE 2510, MONTREAL, QUEBEC, H3A 3J2
- Phone: 514-985-5759
- Latest filing: 2026-05-25
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.8B
- Clients: 33
- Accounts: 45

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| [Muhammad Ammar Ali](https://search.stillhousedata.com/person/678593) | PARTNER & SENIOR ANALYST, U.S. SMALL-CAP EQUITIES | — |
| [Joannes Sebastian Van Berkom](https://search.stillhousedata.com/person/678594) | FOUNDER & PARTNER, CHAIRMAN AND CHIEF EXECUTIVE OFFICER, ULTIMATE DESIGNATED PERSON | — |
| [Mathieu Sirois](https://search.stillhousedata.com/person/678595) | PARTNER, PRESIDENT, SENIOR PORTFOLIO MANAGER, U.S. SMALL-CAP EQUITIES | Montreal, A8 |
| [Ghislaine Van Berkom](https://search.stillhousedata.com/person/678596) | SECRETARY | — |
| [Gabriel Bouchard- Phillips](https://search.stillhousedata.com/person/678597) | PARTNER & SENIOR PORTFOLIO MANAGER, CANADIAN SMALL-CAP EQUITIES | — |
| [Julien Cicci](https://search.stillhousedata.com/person/678598) | PARTNER, SENIOR ANALYST, U.S. SMALL-CAP EQUITIES | — |
| [Alexandre Innes](https://search.stillhousedata.com/person/678599) | PARTNER, SENIOR ANALYST, U.S. SMALL-CAP EQUITIES | — |
| [Zhuo Ling](https://search.stillhousedata.com/person/678600) | PARTNER, SENIOR PORTFOLIO MANAGER, GLOBAL EQUITIES | — |
| [Owen Gibbons](https://search.stillhousedata.com/person/678601) | PRESIDENT | — |
| [Francois Watier](https://search.stillhousedata.com/person/678602) | PARTNER, SENIOR ANALYST, CANADIAN SMALL-CAP EQUITIES | — |
| [Maxime Robillard](https://search.stillhousedata.com/person/678603) | PARTNER, SENIOR ANALYST, CANADIAN SMALL-CAP EQUITIES | — |
| [Patrick Lamontagne](https://search.stillhousedata.com/person/678604) | PARTNER, CHIEF OPERATING OFFICER | — |
| [Philip Lambrinos](https://search.stillhousedata.com/person/678605) | HEAD TRADER AND MANAGER, TRADING DEPARTMENT | — |
| [Melissa Gasser](https://search.stillhousedata.com/person/678606) | PARTNER, SENIOR ANALYST, GLOBAL EQUITIES | — |
| [Karim Haddad](https://search.stillhousedata.com/person/678607) | PARTNER, SENIOR ANALYST, GLOBAL EQUITIES | — |
| [Andy Kong](https://search.stillhousedata.com/person/678608) | PARTNER, HEAD OF GLOBAL BUSINESS DEVELOPMENT | — |
| [Alexander Tiscione](https://search.stillhousedata.com/person/678609) | PARTNER, ANALYST, GLOBAL EQUITIES | — |
| [Louis-Philippe Marineau](https://search.stillhousedata.com/person/678610) | CHIEF COMPLIANCE OFFICER AND LEGAL COUNSEL | — |
| [CHAN ANDREW](https://search.stillhousedata.com/person/751063) | ANALYST | — |
| [DURAND BENOIT](https://search.stillhousedata.com/person/786533) | PARTNER, VICE-PRESIDENT, SENIOR ADVISOR; PARTNER, VICE-PRESIDENT, SENIOR PORTFOLIO MANAGER, CANADIAN SMALL-CAP EQUITIES; PARTNER, VICE-PRESIDENT, SENIOR PORTFOLIO MANAGER, CANADIAN SMALL-CAP EQUITIES, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [VAN BERKOM JOANNES SEBASTIAN](https://search.stillhousedata.com/person/786534) | FOUNDER & PARTNER, CHAIRMAN AND CHIEF EXECUTIVE OFFICER, ULTIMATE DESIGNATED PERSON; PRESIDENT AND CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL; PRESIDENT AND CHIEF EXECUTIVE OFFICER, ULTIMATE DESIGNATED PERSON, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGA | — |
| [HYNES PHILIPPE](https://search.stillhousedata.com/person/786535) | ANALYST | — |
| [SIROIS MATHIEU](https://search.stillhousedata.com/person/786536) | PARTNER, PRESIDENT, SENIOR PORTFOLIO MANAGER, U.S. SMALL-CAP EQUITIES; PARTNER, VICE-PRESIDENT, SENIOR PORTFOLIO MANAGER, U.S. SMALL-CAP EQUITIES; PARTNER, VICE-PRESIDENT, SENIOR PORTFOLIO MANAGER, U.S.SMALL-CAP EQUITIES (+2 more) | — |
| [LAI LAWRENCE](https://search.stillhousedata.com/person/786537) | ANALYST; PARTNER & SENIOR ANALYST | — |
| [TIMMONS CHARLES](https://search.stillhousedata.com/person/793996) | PARTNER & PORTFOLIO MANAGER, CANADIAN SMALL-CAP EQUITIES; PARTNER & SENIOR ANALYST; SENIOR ANALYST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128221/similar
- Related entities: https://search.stillhousedata.com/firm/128221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.