GLOBAL ALPHA CAPITAL MANAGEMENT LTD.
Latest filing: Mar 28, 2025 (99 days ago)
AUM
$6,030,037,376
-8% change vs. 1 year ago
1% change vs. 3 years ago
63% change vs. 5 years ago
3211% change vs. 10 years ago
Employee Count
25
14% change vs. 1 year ago
32% change vs. 3 years ago
150% change vs. 5 years ago
525% change vs. 10 years ago
Main Office
MONTREAL, QC,
1800 MCGILL COLLEGE AVENUE, MONTREAL, QC, , CANADA, H3A 3J6
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.0 |
| Non-Discretionary | $0.0 |
| Total | $6.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.1 |
| Institutional | $5.0 |
| Total | $6.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.9 |
| STATE STREET COMPANY CANADA | TORONTO--CAN | $0.5 |
| JP MORGAN CHASE BANK | COLUMBUS-OH-USA | $0.5 |
| RBC INVESTOR SERVICES TRUST | TORONTO--CAN | $0.5 |
| DESJARDINS TRUST | MONTREAL, QC--CAN | $0.5 |
| THE BANK OF NEW YORK MELLON CORPORATION | NEW YORK-NY-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $5.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $5.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 50% | $2.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 49% | $2.4 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $5.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | $49.4 | 107557 | |
| NS PARTNERS LTD | $5.5 | 110625 | |
| VERGENT ASSET MANAGEMENT LLP | $1.2 | 290165 | |
| PCJ INVESTMENT COUNSEL LTD. | $0.7 | 174083 | |
| FORTWOOD CAPITAL LP | $0.3 | 329381 | |
| CRESTPOINT ASSET MANAGEMENT LTD. | $0.0 | - | |
| CONNOR, CLARK & LUNN FUNDS INC. | $0.0 | - | |
| CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD. | $0.0 | - | |
| GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND GP LLC | $0.0 | - | |
| CONNOR, CLARK & LUNN (CANADA) LTD. | $0.0 | - | |
| BAKER GILMORE & ASSOCIATES INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| STODDART, JOHN, WARREN | DIRECTOR, VICE PRESIDENT |
| ROBITAILLE, PATRICK, DAVID | CORPORATE SECRETARY |
| BEAUREGARD, ROBERT | DIRECTOR, PRESIDENT, UDP |
| REYNOLDS, STEPHEN, EDWARD | VICE PRESIDENT |
| HASENAUER, ERIC, ROMAN | SN. VICE PRESIDENT, CO-HEAD |
| SIMONETTE, GARY, J | VICE PRESIDENT |
| MARZEC, TIMOTHY, MICHAEL | VICE PRESIDENT |
| RICKETTS, JOHN, WYATT | SN. VICE PRESIDENT, CO-HEAD |
| WALSH, MICHAEL, JOHN | DIRECTOR |
| SAVIGNAC, DAVID | CHIEF COMPLIANCE OFFICER |
| JI, QING | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $6.0 | $0.0 | 0% | 25 | 0 | 0% |
| 2025-04-21 | $6.0 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $6.5 | -$0.5 | -8% | 22 | 3 | 14% |
| 2023-04-04 | $6.0 | $0.1 | 1% | 20 | 5 | 25% |
| 2022-04-01 | $6.0 | $0.1 | 1% | 19 | 6 | 32% |
| 2021-04-05 | $4.1 | $1.9 | 46% | 15 | 10 | 67% |
| 2020-04-01 | $3.7 | $2.3 | 63% | 10 | 15 | 150% |
| 2019-04-01 | $1.8 | $4.2 | 228% | 11 | 14 | 127% |
| 2018-04-02 | $1.0 | $5.0 | 481% | 6 | 19 | 317% |
| 2017-04-01 | $0.5 | $5.5 | 1086% | 5 | 20 | 400% |
| 2016-04-01 | $0.3 | $5.7 | 1636% | 5 | 20 | 400% |
| 2015-04-01 | $0.2 | $5.8 | 3211% | 4 | 21 | 525% |
| 2014-04-01 | $0.2 | $5.9 | 3652% | 4 | 21 | 525% |
| 2013-04-01 | $0.1 | $5.9 | 7226% | 4 | 21 | 525% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV