Barometer Capital Management

RIASEC RegisteredEst. 2011
Total AUM
$737M
Discretionary
$737M
100% of AUM
Avg account
$856K
Accounts
861
Employees
25
Advisory reps
4

Firm details

Headquarters
Toronto Ontario,
CRD number
156409
Registered since
June 22, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other38.93%
  • HNWI27.97%
  • Corporations / Businesses19.75%
  • Individuals8.34%
  • Charitable Organizations4.91%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Barometer Capital Management is a corporation that has been registered with the SEC since 2011 and is owned by an individual principal. The firm acts as an investment adviser to both individuals/families and institutional clients, providing portfolio management for individuals, small businesses, and institutional entities. Its business activities include acting as an "other financial product" salesperson in addition to advisory services. Fee arrangements include a traditional percentage-of-assets-under-management schedule alongside performance-based fees. Barometer does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Non-Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 8%, Sovereign Bonds 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Other 1%77%
  • Exchange Traded Equities77%
  • Non-Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents8%
  • Sovereign Bonds3%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • David Burrows

    David Burrows

    Chairman & Chief Investment OfficerCRD 4293787

  • Ronald Kelterborn

    Ronald Kelterborn

    Chief Compliance OfficerCRD 6641854

Contacts

2 of 2
  • Peter McCarthy

    Peter McCarthy

    Senior Vice PresidentCRD 7359388

  • Geoffrey Spidle

    Geoffrey Spidle

    President, Private Client GroupCRD 7359371

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$14.6M in ETFs

Passive

100%

$14.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT GOLD MINERS ETF (SGDM)SprottPassiveEquity Precious Metals$657K8,7004.51%

Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
181 Bay St Suite 3220
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth