TORONTO, ONTARIOCRD 156409Latest ADV April 1, 2026
Barometer Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated April 1, 2026, reports $737M in regulatory assets under management, 25 employees, and 861 accounts.
Assets Under Management
$737M
Employees
25
Offices
--
Total Clients
476
Primary office
TORONTO, ONTARIO
181 BAY STREET, SUITE 3220, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 44.3% of total clients.
Top client categories% of clientsClients
1
HNWI
44.3%
211
2
Individuals
24.4%
116
3
Corporations
22.5%
107
4
Pension Plans
4.4%
21
5
WRAP, ADVISOR-DEALER CHANNEL
2.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$737Mas of April 1, 2026
Discretionary100.0%
$737M
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.
Total AUM$737M
Total Accounts861
10Y AUM Change$-900M (-55.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee19:1
10Y Employee Change-12 (-32.4%)
* 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.