MONTREAL QUEBECCRD 110453Latest ADV March 18, 2026
Claret Asset Management Corp is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 18, 2026, reports $2.4B in regulatory assets under management, 44 employees, 1 office, and 4,723 accounts.
Assets Under Management
$2.4B
Employees
44
Offices
1 office
Total Clients
2,124
Primary office
MONTREAL QUEBEC
900 DE MAISONNEUVE OUEST, SUITE 1900, MONTREAL QUEBEC, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
1,461
2
HNWI
16.8%
356
3
Corporations
13.3%
283
4
Charitable
1.1%
24
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 18, 2026
Discretionary100.0%
$2.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts4,723
10Y AUM Change+$1.1B (+91.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee48:1
10Y Employee Change+10 (+29.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.