Barometer Capital Management
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 156409
- Registered since
- June 22, 2011
- Website
- barometercapital.ca
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- Sovereign Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
David Burrows
Chairman & Chief Investment OfficerCRD 4293787

Ronald Kelterborn
Chief Compliance OfficerCRD 6641854
Contacts
2 of 2
Peter McCarthy
Senior Vice PresidentCRD 7359388
Geoffrey Spidle
President, Private Client GroupCRD 7359371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$14.6M in ETFs
100%
$14.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPROTT GOLD MINERS ETF (SGDM) | Sprott | Passive | Equity Precious Metals | $657K | 8,700 | 4.51% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 181 Bay St Suite 3220
- Office locations
Similar firms
Generate Capital Advisors, Pb LLC
RIASan Francisco, CA
Crossplane Capital Management, LP
RIADallas, TX
Thomist Capital Management, LP
RIAHouston, TX
Financial Directions LLC
RIATucson, AZ
Baird Capital Management Company, LLC
RIAMilwaukee, WI
Valstone Partners VI
RIABirmingham, MI