This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

CLARET ASSET MANAGEMENT CORPCRD 110453

Fund type

QUANTITATIVE MOMENTUM STOCK FUND

Latest reported GAV

$6.3Mgross asset value on Schedule D 7.B(1), as of 2014-07-28; never fund size

Peak reported GAV

$6.3M

Beneficial owners

187

Minimum investment

$0

Owned by the adviser

500%

Owned by funds of funds

0%

Owned by non-US persons

10000%

Clients solicited

yes

Organised in

Canada

First reported

Mar 30, 2012

Last reported

Jul 28, 2014fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-7878041659

Graph

RIA / Wealth Management

Canonical id

dfx:ria:050db3d6-8542-ee33-18d7-2e38a3a16023

First observed

Mar 30, 2012

Last observed

Jul 28, 2014 147 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.