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

EQUITY FUND

Latest reported GAV

$30.7Mgross asset value on Schedule D 7.B(1), as of 2026-03-18; never fund size

Peak reported GAV

$30.7M

Beneficial owners

1,369

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 17, 2021

Last reported

Mar 18, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-7026344008

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2792c95a-c267-c58d-c18d-403adcc34200

First observed

Mar 17, 2021

Last observed

Mar 18, 2026 6 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.