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PEMBROKE MANAGEMENT LTD.
CRD 155405File 801-72181
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 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
- Website
- https://private.pml.ca/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 25 | increased by3 |
| Apr 1, 2026 | Clients | 142 | 173 | increased by31 |
| Apr 1, 2026 | AUM | $1,665,893,000 | $1,905,084,000 | increased by$239,191,000 |
| Apr 1, 2026 | Accounts | 142 | 173 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 22 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 99 | 142 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,431,533,000 | $1,665,893,000 | decreased by$765,640,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 99 | 142 | increased by43 |
| Mar 1, 2022 | Employees | 22 | 25 | increased by3 |
| Mar 1, 2022 | Clients | 62 | 99 | increased by37 |
| Mar 1, 2022 | AUM | $2,200,998,000 | $2,431,533,000 | increased by$230,535,000 |
| Mar 1, 2022 | Accounts | 62 | 99 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PEMBROKE MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PEMBROKE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.