Pembroke Management provides investment advisory services to institutional investors and wealthy individuals. Pembroke focuses on Canadian and U.S. growth companies with smaller to medium-sized capitalization. Pembroke's investment decisions are made through qualitative and fundamental analysis. Accounts with the same mandate are managed similarly, but clients can impose restrictions on their accounts.
Assets Under Management$1.9B
Clients173
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Accounts above $100 million may be subject to certain restrictions and fee negotiations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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