Verecan Capital Management Inc.
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 336801
· SEC file 801-133993
· Halifax
· www.verecan.com
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ADV data as of Sep 04, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 2,824
- Avg AUM / client
- $527K
- Accounts
- 2,826
- Employees
- 39
AUM over time
$687M
$1.5B
Jun 26, 2025
Sep 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,545 | $505M | 34.0% |
| High net worth individuals | 167 | $212M | 14.3% |
| Pooled investment vehicles (non-investment companies) | 2 | $0 | — |
| Charitable organizations | 4 | $564K | 0.04% |
| Corporations and other businesses | 106 | $769M | 51.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Fidelity Clearing Canada $690M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 04, 2026.
View current Form ADV (SEC/IAPD) ↗