VAN BERKOM AND ASSOCIATES INC.

CRD 128221File 801-62340

APPROVED

Filing as of May 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.80B

Top 25% of cohort (national)

Discretionary AUM

$3.80B

Clients

45 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Sep 4, 2003
Principal office: 600 DE MAISONNEUVE BLVD. WEST, SUITE 2510, MONTREAL, QUEBEC, H3A 3J2
Phone: 514-985-5759
Website: HTTP://WWW.vanberkomglobal.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.80B
Discretionary AUM: $3.80B
Non-discretionary AUM: $0
Discretionary accounts: 45
Non-discretionary accounts: 0
Total accounts: 45
AUM per client: $102.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$176.2M
Charitable organizations	9	$389.7M
High net worth individuals	Fewer than 5	$15.4M
Pooled investment vehicles	5	$43.4M
Pension and profit sharing plans	14	$714.0M
State or municipal government entities	9	$2.32B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.