Asset manager · Toronto, Ontario, Canada
Barometer Capital Management
Barometer Capital Management Inc. · SEC-registered investment adviser · CRD 156409 · SEC 801-72535
At a glance
Barometer Capital Management is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $737 million in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is other, and it reports 327 individual clients. By Form ADV it is a asset manager, ranked 1,506th of 3,218 asset managers and 6,377th of 17,210 SEC-registered advisers by assets.
Main office 416-601-6888barometercapital.caAs filed on Form ADV
- Regulatory AUM
- $737M
- Rank among asset managers
- #1,506 of 3,218
- Rank among all SEC RIAs
- #6,377 of 17,210
- Individual clients
- 327
- High-net-worth clients
- 211
- Accounts
- 861
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- David C. BurrowsChairman, Chief Executive Officer
- Ronald D. KelterbornChief Compliance Officer
- Geoffrey SpidlePresident, Private Client Group
- Peter McCarthySenior Vice-President, Private Client Group
Custody and brokerage
Custodian
Barometer Capital Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 12 | $287M | 39% |
| High-net-worth individuals | 211 | $206M | 28% |
| Corporations or other businesses | 107 | $146M | 20% |
| Individuals | 116 | $61M | 8% |
| Charitable organizations | 9 | $36M | 5% |
| Pension and profit sharing plans | 21 | $1M | <1% |
Private funds
Barometer Capital Management reports 10 private funds with $284M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Barometer Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗barometercapital.ca ↗
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The full record on Barometer Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Barometer Capital Management manage?
Barometer Capital Management reports $737 million in regulatory assets under management across 861 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is Barometer Capital Management?
Barometer Capital Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Barometer Capital Management’s clients?
By assets, its largest client types are other ($287 million, 12 clients); high-net-worth individuals ($206 million, 211 clients); corporations or other businesses ($146 million, 107 clients).
Does Barometer Capital Management manage private funds?
Yes. It reports 10 private funds with $284 million in gross assets, including hedge funds, other private funds.
Does Barometer Capital Management have any disciplinary history?
Barometer Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Barometer Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →