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Overview Share
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Montreal Quebec, Canada
$1.4 billion AUM
2 offices

Claret Asset Management Corp is based in Montreal Quebec, Canada and has $1.4 billion in assets under management.

Location
2000 Mcgill College Avenue
Suite 1150
Montreal Quebec, Canada H3A 3N4
Contact
$1.4 billion
AUM
40
Employees
AUM Share
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$1,355,428,243
Assets under management
3,390 clients
Number of clients
Average investment size is $399,831
97% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,188 $352,519,619 26% $296,734
High net worth individuals 212 $473,721,205 35% $2,234,534
Pension and profit sharing plans Fewer than 5 clients $30,375,556
Charitable organizations 16 $44,497,313 3% $2,781,082
Other investment advisers 11 $9,643,212 1% $876,656
Other corporations or businesses 279 $444,671,338 33% $1,593,804
Employees Share
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40
Employees
14
Investment analysts
35% of total employees
AUM per employee Share
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$1,355,428,243
Assets under management
$33,885,706
AUM per employee
$96,816,303
AUM per investment analyst
About Share
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Compensation

Claret Asset Management Corp makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Claret Asset Management Corp provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Foundations
  • holding companies and pension funds
Firm data Share
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CRD number 110,453
SEC number 801-55012
Legal structure Corporation
Legal governance Canada
Latest ADV filing date May 15, 2020

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