Claret Asset Management Corp
Firm details
- Headquarters
- Montreal,
- CRD number
- 110453
- Registered since
- November 18, 1997
- Website
- www.claret.ca
- Custodians
- CIBC WOOD GUNDY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI44.44%
- Corporations / Businesses30.27%
- Individuals21.14%
- Charitable Organizations3.43%
- Other Investment Advisers0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Claret Asset Management Corp is a privately owned investment firm that provides portfolio management for individuals, small businesses and pooled investment vehicles. The firm charges a mix of asset-based fees and performance fees and acts as sponsor/GP or managing member on pooled vehicles it advises. Claret is not positioned as an ESG-focused allocator and is not registered as a multi-state adviser. The firm blends traditional long-only public equity exposure with a meaningful allocation to alternative strategies through both in-house sponsored vehicles and third-party managers. Its client base includes individual and family clients as well as institutional investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities61%
- Private Funds19%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds5%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 3
Alain Chung
Chairman & Chief Investment OfficerCRD 4372487
Chi Lai Kwok
Chief Operating Officer and Chief Compliance OfficerCRD 7125884
Monique Gravel
Chief Executive OfficerCRD 6882927
Contacts
2 of 2
William Kovalchuk
President, Co-FounderCRD 4372461
Jean-paul Giacometti
Portfolio ManagerCRD 4372495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$8.6M in ETFs
100%
$8.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) | BlackRock | Passive | Miscellaneous Sector | $2.4M | 115,800 | 27.55% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 900 De Maisonneuve Ouest
- Office locations
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