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PEMBROKE MANAGEMENT LTD.
CRD 155405File 801-72181
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Clients
173
173 accounts
Employees
25
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 4, 2011
- Principal office
- 1002 SHERBROOKE STREET WEST, SUITE 1700, MONTREAL, QUEBEC, H3A 3S4
- Phone
- 514-848-1991
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 173
- Non-discretionary accounts
- 0
- Total accounts
- 173
- AUM per client
- $11.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 150 | $217.0M |
| Pooled investment vehicles | 19 | $1.15B |
| Pension and profit sharing plans | Fewer than 5 | $537.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 11This 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.