Global Alpha Capital Management Ltd.
- Regulatory AUM
- $6.3B
- Discretionary
- $6.3B
- Clients
- 137
- Avg AUM / client
- $46.3M
- Accounts
- 139
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $1.1B | 17.1% |
| Pension and profit sharing plans | 34 | $1.4B | 22.1% |
| Charitable organizations | Fewer than 5 clients | $7.7M | 0.12% |
| State or municipal government entities | 8 | $1.4B | 22.3% |
| Other investment advisers | 12 | $1.3B | 21.1% |
| Insurance companies | 19 | $405M | 6.39% |
| Corporations and other businesses | 57 | $615M | 9.69% |
| Other | 6 | $72.2M | 1.14% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Alpha International Small Cap Fund Lp | Other Private Fund | Delaware | $1.6B | 123 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robitaille, Patrick, David | Corporate Secretary | Aug 2004 (22y) | Less than 5% | |
| Stoddart, John, Warren | Director, Vice President | Aug 2004 (22y) | Less than 5% | |
| Beauregard, Robert | Director, President, Udp | Jun 2008 (18y) | Less than 5% | |
| Hasenauer, Eric, Roman | Sn. Vice President, Co Head | Sep 2013 (13y) | Less than 5% | |
| Simonette, Gary, J | Vice President | Sep 2013 (13y) | Less than 5% | |
| Reynolds, Stephen, Edward | Vice President | Jul 2017 (9y) | Less than 5% | |
| Marzec, Timothy, Michael | Vice President | Apr 2018 (8y) | Less than 5% | |
| Ricketts, John, Wyatt | Sn. Vice President, Co Head | Mar 2022 (4y) | Less than 5% | |
| Walsh, Michael, John | Director | Feb 2023 (4y) | Less than 5% | |
| Savignac, David | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Ji, Qing | Director | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Alpha Capital Management Partnership | Partnership | Sep 2009 | A | 50% – 75% |
| Connor, Clark & Lunn Financial Group Ltd. | Partner | Jan 2015 | B | ≈ 7.03% – 37.5% via Connor, Clark & Lunn Financial Group Investment Partnership |
| Connor, Clark & Lunn Financial Group Investment Partnership | Partner | Jan 2015 | B | ≈ 9.38% – 37.5% via Connor, Clark & Lunn Financial Group Lp |
| Connor, Clark & Lunn Financial Group Lp | Partner | Feb 2009 | B | ≈ 12.5% – 37.5% via Global Alpha Capital Management Partnership |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Connor, Clark & Lunn Financial Group Ltd.: 75% – 100% of Connor, Clark & Lunn Financial Group Investment Partnership × 75% – 100% of Connor, Clark & Lunn Financial Group Lp × 25% – 50% of Global Alpha Capital Management Partnership × 50% – 75% direct ≈ 7.03% – 37.5% of the firm
- Connor, Clark & Lunn Financial Group Investment Partnership: 75% – 100% of Connor, Clark & Lunn Financial Group Lp × 25% – 50% of Global Alpha Capital Management Partnership × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- Connor, Clark & Lunn Financial Group Lp: 25% – 50% of Global Alpha Capital Management Partnership × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Alpha International Small Cap Fund Lp | Other Private Fund | $1.6B | $1.0M | 123 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Desjardins Trust Inc. $693M (11% of AUM) Jun 2026
- Cibc Mellon Global Securities Services $495M (8% of AUM) Jun 2026
- BNY Mellon $466M (7% of AUM) Jun 2026
- Northern Trust $465M (7% of AUM) Jun 2026
- J.P. Morgan $440M (7% of AUM) Jun 2026
- State Street $344M (6% of AUM) Aug 2025
- RBC $304M (5% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗