Claret Asset Management Corp

RIASEC RegisteredEst. 1997

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$499K

Accounts

4,723

Employees

Advisory reps

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

FINTRX

Overview

Claret Asset Management Corp is an SEC-registered investment adviser that has been operating since 1997. The firm is structured as a corporation with individual ownership and is classified as an "Other Fund Provider." Its client base spans high-net-worth individuals and families as well as institutional investors. Core advisory activities include discretionary portfolio management for individual and small-business clients and management of pooled investment vehicles; the firm also sponsors and serves as GP/managing member for pooled funds it operates. Compensation is charged as a percentage of assets under management and can include performance-based fees, which aligns with the firm's role both as portfolio manager and fund sponsor. Claret reports that it is not an active ESG investor, and it is not registered as a multi-state adviser.