Verecan Capital Management Inc.
Firm details
- Headquarters
- Halifax,
- CRD number
- 336801
- Registered since
- August 4, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses51.71%
- Individuals33.97%
- HNWI14.28%
- Charitable Organizations0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Verecan Capital Management Inc. is a corporate investment adviser that serves both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. It identifies as an “other” fund provider rather than a capital allocator, and it does not market itself as an ESG-focused adviser, a multi-state adviser, or a pension consultant. Ownership is listed as a combination of a foreign entity and an individual. The firm is registered with the SEC (registration year listed as 2025).
Assets & Accounts
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
- Private Funds85%
- Cash & Cash Equivalents14%
- Exchange Traded Equities1%
Owners & executives
3 of 3Shawna Young
Chief Compliance OfficerCRD 8108432
Lester White
CEO and PresidentCRD 8108415
Emily Dunn
Chief Operating OfficerCRD 8237712
Contacts
3 of 3Daniel LeBlanc
Portfolio ManagerCRD 8113852
Steven Sparrow
Senior Vice PresidentCRD 8113841
Joshua Sheluk
Portfolio ManagerCRD 8113850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Halifax, null
Location
Halifax, null
Headquartered in Halifax, null.
- Address
- 105 1701 Hollis St
- Office locations
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