Pembroke Management provides investment management services focusing primarily on Canadian and United States growth companies with small to medium-sized market capitalizations. Pembroke Management manages portfolios for institutional investors, such as pension funds and endowments, as well as wealthy individuals. The investment team uses a bottom-up research approach to identify well-managed growth companies for long-term capital appreciation. Pembroke Management operates on a discretionary basis, making investment decisions on behalf of clients based on their specific mandates and any agreed-upon restrictions. Pembroke Management is an independent firm owned entirely by its employees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees and account minimums may be negotiable. Accounts above $100 million may be subject to certain restrictions and fee negotiations.