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Fund Manager

Claret Asset Management

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CM
Claret Asset Management

Fund Manager

Primary Strategy: Other

Year Founded: 1996

Number of Employees: 40

Ownership: Privately Held

Year End: December

Description

Claret Asset Management specializes in portfolio management for high net worth clients, founded in 1996 in Montreal, with an additional office in Toronto. Managing $2 billion in assets for over 1,000 clients, Claret emphasizes customized investment solutions, prioritizing capital preservation and growth. Their approach is based on value investing, focused on long-term, after-tax returns.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/claretdotca

Address

900 De Maisonneuve Ouest, Suite 1900, Montreal Quebec, Canada

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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