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CLARET ASSET MANAGEMENT CORP

CRD 110453 · SEC 801-55012

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900 DE MAISONNEUVE OUEST, SUITE 1900, MONTREAL QUEBEC, CA, H3A 0A8, Canada

Phone

514-842-6110

Fax

514-842-6123

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.36B

Discretionary AUM

$2.36B

Team

44 total employees; 19 advisory reps; 2356471235 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)FOUNDATIONS, HOLDING COMPANIES AND PENSION FUNDS

Client types

TypeClientsAUM
Individuals1461$498.2M
High net worth individuals356$1.05B
Charitable organizations24$80.7M
Corporations/business entities283$713.3M

States served

CA, MA, NY, SC, NH, FL

All web addresses on file

Official SEC filing: View on IAPD