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Pembroke Management

Finance / Wealth Management ~900 employees
Founded
--
Employees (Est.)
~900
45 leaders known
Total Funding
$250.0M
Funding Rounds
1
Last Funding
2025-09-23

About Pembroke Management

Pembroke Private Wealth Management, established in 1988, is an independent, boutique wealth management firm and a subsidiary of Pembroke Management, founded in 1968. The company focuses on creating wealth through growth stock investing for private and institutional clients in Canada.

Products & Services

Pembroke Global Growth Pooled Fund:A fund expanding the offering across the full market capitalization spectrum for quality growth investing.
Wealth Management Solutions:Tailored investment solutions for private clients and institutional investors in Canada.

Specialties

Growth Stock Investing Quality Growth Investing Responsible Investing

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Investment Mandate
T: -
FT: Investment Mandate
A: 250000000
MR: -
FA: $250 million
FAN: 250000000
D: 2025-09-23
FD: 2025-09-23
1 investors
Investment Mandate Latest
2025-09-23
$250.0M
1 investor (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

A

A. Ian Aitken

Vice Chair, Partner, Director, Portfolio Manager

J

Jivka Angelova

Head of Operations

J

J. Matthew Beckerleg

Partner, Portfolio Manager, Director

A

Andrew Bolton

Portfolio Manager, Private Wealth & Institutional

K

Kathy Boubaris

Associate, Client Service

A

Anthony Calzetta

Partner, Chief Financial Officer, Director

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Recent News

Pembroke Management Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
pml.ca
Industries
Finance / Wealth Management
Company Size
~900 employees (est.)

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