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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Verecan Capital Management Inc
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|---|---|
| CRD # | 336801 |
| SEC # | 801-133993 |
| CIK # | |
| AUM | $686.9 M (2025-07-23) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 902-477-4471 |
| Address | 105 1701 Hollis Street Halifax, Canada |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,378 | 99.6 |
| (b) Individuals (high net worth individuals) | 179 | 11.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 575.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 95 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,656 | 686.9 |
| By Discretionary | ||
| Discretionary | 2,656 | 686.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,656 | 686.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 682.8 | |
| United States Persons | 4.1 | |
| Total | 2,656 | 686.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Wealth Advisors LLC
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|
UT | 0.7 |
|
Amerant Investments Inc
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|
FL | 0.7 |
|
Atlas Private Wealth Advisors LLC
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NJ | 0.7 |
|
Uptick Partners LLC
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|
TX | 0.7 |
|
Arcadia Investment Management Corp
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MI | 0.7 |
|
Centerpoint Advisors LLC
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MA | 0.7 |
|
Victory Financial Group LLC
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|
TX | 0.7 |
|
Financial Focus LLC
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|
CA | 0.7 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
Bellwether Advisors LLC
✚
|
NE | 0.7 |