|
⚲
|
| Keyboard |
| Verecan Capital Management Inc
✚
|
|
|---|---|
| CRD # | 336801 |
| SEC # | 801-133993 |
| CIK # | |
| AUM | 692.7 M (2026-03-31) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 902-477-4471 |
| Address | 105 1701 Hollis Street Halifax, Canada |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Verecan Global Equity Fund | 2026-03-31 | 412.1 M | |
| Other | Verecan Global Income Fund | 2026-03-31 | 177.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,091 | 616.6 |
| (b) Individuals (high net worth individuals) | 33 | 76.1 |
| (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 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,885 | 692.7 |
| By Discretionary | ||
| Discretionary | 5,885 | 692.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,885 | 692.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 688.2 | |
| United States Persons | 4.5 | |
| Total | 5,885 | 692.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wembley Strategic Advisory LLC
✚
|
NY | 695.2 M |
|
Optimum Quantvest Corporation
✚
|
TX | 695.1 M |
|
Mayport LLC
✚
|
694.9 M | |
|
William Joseph Capital Management Inc
✚
|
CT | 694.3 M |
|
WMG Financial Advisors LLC
✚
|
TN | 693.8 M |
|
Cambridge Advisors Inc
✚
|
NE | 693.5 M |
|
SkyOak Wealth LLC
✚
|
MI | 692.7 M |
|
Covenant Asset Management LLC
✚
|
NJ | 692.6 M |
|
ALTI Wealth Management US International Inc
✚
|
FL | 690.9 M |
|
Plan Group Financial Inc
✚
|
OK | 690.3 M |