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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CLARET ASSET MANAGEMENT CORP

CRD 110453

MONTREAL QUEBEC

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Search this name across graphsid dfx:ria:ea0b6fab-3e87-9ed3-8e44-1abf33de8ad1

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 18, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.66 fund_share=0.01 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.4B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 66%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 44
Advisory employees: 19
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,723
Individual clients: 1,461
High net worth clients: 356
Private funds: 7Schedule D 7.B(1)
SEC number: 801-55012
CIK: 1735513
CRD: 110453
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Mar 18, 2026
Organised: Corporation
Website: claret.ca

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CLARET INCOME FUND	Other Private Fund	$165M	Mar 18, 2026	1,266	Jul 28, 2014	reported	n/a
CLARET TOP 100+ FUND	Other Private Fund	$104M	Mar 18, 2026	1,255	Mar 27, 2019	reported	n/a
CLARET U.S. LARGE CAP EQUITY FUND	Other Private Fund	$71.7M	Mar 18, 2026	1,451	Jul 28, 2017	reported	n/a
CLARET CANADIAN EQUITY FUND	Other Private Fund	$55.5M	Mar 18, 2026	1,182	Mar 27, 2019	reported	n/a
CLARET SMALL CAP FUND	Other Private Fund	$30.7M	Mar 18, 2026	1,369	Mar 17, 2021	reported	n/a
CLARET EQUITY FUND	Other Private Fund	$28.4M	Mar 27, 2018	712	Jul 28, 2014	dropped	n/a
CLARET EUROPEAN EQUITY FUND	Other Private Fund	$24.1M	Mar 18, 2026	1,217	Mar 27, 2019	reported	n/a
CLARET "OUTSIDE THE BOX" FUND	Other Private Fund	$21.8M	May 15, 2020	760	Jul 29, 2015	dropped	n/a
CLARET GLOBAL MULTI-ASSET FUND	Other Private Fund	$15.2M	Jul 24, 2019	636	Jul 28, 2017	dropped	n/a
3700666 CANADA INVESTMENTS LIMITED PARTNERSHIP	Other Private Fund	$10.7M	Mar 18, 2026	66	Mar 30, 2012	reported	n/a
CLARET GLOBAL MULTI-ASSET LIMITED PARTNERSHIP	Other Private Fund	$9.9M	Jul 29, 2016	174	Mar 30, 2012	dropped	n/a
CLARET GROWTH LIMITED PARTNERSHIP	Other Private Fund	$6.3M	Jul 28, 2014	187	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHUNG, ALAIN, DU	CHAIRMAN AND CHIEF INVESTMENT OFFICER	D	yes	04/2017	Mar 18, 2026	Mar 18, 2026
GIACOMETTI, JEAN-PAUL	VICE-PRESIDENT	B	yes	10/2000	Mar 18, 2026	Mar 18, 2026
GRAVEL, MONIQUE, ELIZABETH	Ceo	Na	yes	03/2017	Mar 18, 2026	Mar 18, 2026
KOVALCHUK, WILLIAM, KENNETH	President	C	yes	08/1996	Mar 18, 2026	Mar 18, 2026
KWOK, CHI LAI	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	02/2021	Mar 18, 2026	Mar 18, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
3700666 CANADA INC.	n/a	n/a	n/a	Y	yes	n/a
3700666 CANADA INVESTMENTS LIMITED PARTNERSHIP	n/a	n/a	n/a	Y	yes	n/a
CLARET CANADIAN EQUITY FUND	n/a	n/a	n/a	Y	yes	n/a
CLARET EUROPEAN EQUITY FUND	n/a	n/a	n/a	Y	yes	n/a
CLARET INCOME FUND	n/a	n/a	n/a	Y	yes	n/a
CLARET SMALL CAP FUND	n/a	n/a	n/a	Y	yes	n/a
CLARET TOP 100+ FUND	n/a	n/a	n/a	Y	yes	n/a
CLARET U.S. LARGE CAP EQUITY FUND	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
TORONTO, ONTARIO	n/a	Canada	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$2.4B	$2.4B	44	19	1	7	n/a
2024	Mar 25, 2025	$1.9B	$1.9B	40	17	1	7	n/a
2023	Mar 18, 2024	$1.8B	$1.8B	41	17	1	7	$297M
2022	Mar 23, 2023	$1.6B	$1.6B	39	16	1	7	$252M
2021	Mar 25, 2022	$1.8B	$1.8B	38	13	1	7	$285M
2020	Mar 17, 2021	$1.6B	$1.6B	40	15	1	7	$195M
2019	Mar 23, 2020	$1.4B	$1.4B	40	14	1	7	$157M
2018	Mar 27, 2019	$1.2B	$1.2B	36	12	1	8	$133M
2017	Mar 27, 2018	$1.4B	$1.4B	35	10	0	6	$128M
2016	Jul 29, 2016	$1.1B	$1.1B	30	13	n/a	5	$74.1M
2015	Jul 29, 2015	$1.2B	$1.2B	24	12	n/a	5	$57.0M
2014	Jul 28, 2014	$1.1B	$1.1B	23	11	n/a	5	$29.7M
2013	Jul 30, 2013	$881M	$881M	22	10	n/a	3	$15.7M
2012	Jul 31, 2012	$740M	$740M	n/a	n/a	n/a	3	$13.7M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$1.9B	23.5%	$1.6B	14.4%	44	40	1	1

Relationships

Advises (12)

→ CLARET EUROPEAN EQUITY FUNDPrivate fundOther Private Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ 3700666 CANADA INVESTMENTS LIMITED PARTNERSHIPPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CLARET CANADIAN EQUITY FUNDPrivate fundOther Private Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ CLARET TOP 100+ FUNDPrivate fundOther Private Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ CLARET SMALL CAP FUNDPrivate fundOther Private Fund, IA
Mar 17, 2021 to presentfactForm ADV
→ CLARET INCOME FUNDPrivate fundOther Private Fund, IA
Jul 28, 2014 to presentfactForm ADV
→ CLARET U.S. LARGE CAP EQUITY FUNDPrivate fundOther Private Fund, IA
Jul 28, 2017 to presentfactForm ADV
→ CLARET "OUTSIDE THE BOX" FUNDPrivate fundOther Private Fund, IA, no longer reported
Jul 29, 2015 to May 15, 2020factForm ADV
→ CLARET GLOBAL MULTI-ASSET FUNDPrivate fundOther Private Fund, IA, no longer reported
Jul 28, 2017 to Jul 24, 2019factForm ADV
→ CLARET EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Jul 28, 2014 to Mar 27, 2018factForm ADV
→ CLARET GLOBAL MULTI-ASSET LIMITED PARTNERSHIPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Jul 29, 2016factForm ADV
→ CLARET GROWTH LIMITED PARTNERSHIPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Jul 28, 2014factForm ADV

Controls (4)

← KOVALCHUK, WILLIAM, KENNETHOwnerPRESIDENT, ownership code C, individual
Mar 30, 2012 to Mar 18, 2024factForm ADV
← CHUNG, ALAIN, DUOwnerCHAIRMAN AND CHIEF INVESTMENT OFFICER, ownership code D, individual
Mar 30, 2012 to Mar 18, 2024factForm ADV
← GIACOMETTI, JEAN-PAULOwnerVICE-PRESIDENT, ownership code B, individual
Mar 30, 2012 to Mar 18, 2024factForm ADV
← GRAVEL, MONIQUE, ELIZABETH MILFORDOwnerCEO, ownership code NA, individual
Dec 7, 2017 to Mar 18, 2024factForm ADV

Owns (1)

← KWOK, CHI LAIOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 23, 2019 to Mar 18, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea0b6fab-3e87-9ed3-8e44-1abf33de8ad1
First observed: Mar 30, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CLARET ASSET MANAGEMENT CORP

CRD 110453

MONTREAL QUEBEC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea0b6fab-3e87-9ed3-8e44-1abf33de8ad1

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CLARET INCOME FUND

Other Private Fund

$165M

Mar 18, 2026

1,266

Jul 28, 2014

reported

n/a

CLARET TOP 100+ FUND

Other Private Fund

$104M

Mar 18, 2026

1,255

Mar 27, 2019

reported

n/a

CLARET U.S. LARGE CAP EQUITY FUND

Other Private Fund

$71.7M

Mar 18, 2026

1,451

Jul 28, 2017

reported

n/a

CLARET CANADIAN EQUITY FUND

Other Private Fund

$55.5M

Mar 18, 2026

1,182

Mar 27, 2019

reported

n/a

CLARET SMALL CAP FUND

Other Private Fund

$30.7M

Mar 18, 2026

1,369

Mar 17, 2021

reported

n/a

CLARET EQUITY FUND

Other Private Fund

$28.4M

Mar 27, 2018

712

Jul 28, 2014

dropped

n/a

CLARET EUROPEAN EQUITY FUND

Other Private Fund

$24.1M

Mar 18, 2026

1,217

Mar 27, 2019

reported

n/a

CLARET "OUTSIDE THE BOX" FUND

Other Private Fund

$21.8M

May 15, 2020

760

Jul 29, 2015

dropped

n/a

CLARET GLOBAL MULTI-ASSET FUND

Other Private Fund

$15.2M

Jul 24, 2019

636

Jul 28, 2017

dropped

n/a

3700666 CANADA INVESTMENTS LIMITED PARTNERSHIP

Other Private Fund

$10.7M

Mar 18, 2026

Mar 30, 2012

reported

n/a

CLARET GLOBAL MULTI-ASSET LIMITED PARTNERSHIP

Other Private Fund

$9.9M

Jul 29, 2016

174

Mar 30, 2012

dropped

n/a

CLARET GROWTH LIMITED PARTNERSHIP

Other Private Fund

$6.3M

Jul 28, 2014

187

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHUNG, ALAIN, DU

CHAIRMAN AND CHIEF INVESTMENT OFFICER

yes

04/2017

Mar 18, 2026

GIACOMETTI, JEAN-PAUL

VICE-PRESIDENT

yes

10/2000

Mar 18, 2026

GRAVEL, MONIQUE, ELIZABETH

Ceo

yes

03/2017

Mar 18, 2026

KOVALCHUK, WILLIAM, KENNETH

President

yes

08/1996

Mar 18, 2026

KWOK, CHI LAI

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

02/2021

Mar 18, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

3700666 CANADA INC.

n/a

yes

n/a

3700666 CANADA INVESTMENTS LIMITED PARTNERSHIP

n/a

yes

n/a

CLARET CANADIAN EQUITY FUND

n/a

yes

n/a

CLARET EUROPEAN EQUITY FUND

n/a

yes

n/a

CLARET INCOME FUND

n/a

yes

n/a

CLARET SMALL CAP FUND

n/a

yes

n/a

CLARET TOP 100+ FUND

n/a

yes

n/a

CLARET U.S. LARGE CAP EQUITY FUND

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

TORONTO, ONTARIO

n/a

Canada

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$2.4B

n/a

2024

Mar 25, 2025

$1.9B

n/a

2023

Mar 18, 2024

$1.8B

$297M

2022

Mar 23, 2023

$1.6B

$252M

2021

Mar 25, 2022

$1.8B

$285M

2020

Mar 17, 2021

$1.6B

$195M

2019

Mar 23, 2020

$1.4B

$157M

2018

Mar 27, 2019

$1.2B

$133M

2017

Mar 27, 2018

$1.4B

$128M

2016

Jul 29, 2016

$1.1B

n/a

$74.1M

2015

Jul 29, 2015

$1.2B

n/a

$57.0M

2014

Jul 28, 2014

$1.1B

n/a

$29.7M

2013

Jul 30, 2013

$881M

n/a

$15.7M

2012

Jul 31, 2012

$740M

n/a

$13.7M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$1.9B

23.5%

$1.6B

14.4%