Wealth manager, independent · Montreal Quebec, Canada
Claret Asset Management Corp
SEC-registered investment adviser · CRD 110453 · SEC 801-55012
At a glance
Claret Asset Management Corp is an SEC-registered investment adviser based in Montreal Quebec, Canada, with $2.4 billion in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,817 individual clients. By Form ADV it is a wealth manager, ranked 671st of 8,915 wealth managers and 3,302nd of 17,210 SEC-registered advisers by assets.
Main office 514-842-6110claret.caLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among wealth managers
- #671 of 8,915
- Rank among all SEC RIAs
- #3,302 of 17,210
- Individual clients
- 1,817
- High-net-worth clients
- 356
- Accounts
- 4,723
- Discretionary
- 100% of AUM
- Employees
- 44
- Advisory staff
- 19
- Offices
- 2
Owners and executives on its Form ADV
- Alain D. ChungChairman and Chief Investment Officer
- Jean-Paul GiacomettiVice-President
- William K. KovalchukPresident
- Monique E. GravelCEO
- Chi Lai KwokChief Operating Officer and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 356 | $1.0B | 44% |
| Corporations or other businesses | 283 | $713M | 30% |
| Individuals | 1,461 | $498M | 21% |
| Charitable organizations | 24 | $81M | 3% |
| Other investment advisers | – | $14M | <1% |
| Pension and profit sharing plans | – | $3M | <1% |
Private funds
Claret Asset Management Corp reports 7 private funds with $462M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Claret Asset Management Corp answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗claret.ca ↗
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The full record on Claret Asset Management Corp
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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- Rank against 1,704 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Claret Asset Management Corp manage?
Claret Asset Management Corp reports $2.4 billion in regulatory assets under management across 4,723 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Claret Asset Management Corp?
Claret Asset Management Corp is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Claret Asset Management Corp’s clients?
By assets, its largest client types are high-net-worth individuals ($1.0 billion, 356 clients); corporations or other businesses ($713 million, 283 clients); individuals ($498 million, 1,461 clients).
Does Claret Asset Management Corp manage private funds?
Yes. It reports 7 private funds with $462 million in gross assets, including other private funds.
Does Claret Asset Management Corp have any disciplinary history?
Claret Asset Management Corp answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Claret Asset Management Corp’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 (2026-03-18), 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 →