Barometer Capital Management
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 156409
- Registered since
- June 22, 2011
- Website
- barometercapital.ca
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other38.93%
- HNWI27.97%
- Corporations / Businesses19.75%
- Individuals8.34%
- Charitable Organizations4.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Barometer Capital Management is a privately owned corporate RIA that has been SEC-registered since 2011. The firm serves both individual and family clients as well as institutional accounts, with advisory mandates that include portfolio management for individuals and small businesses and separate management for businesses or institutional clients. Its public-facing activities include other financial product sales, and its fee arrangements combine a percentage-of-AUM charge with performance-based fees for at least some client relationships or managed funds. The firm does not identify as an active ESG investor and operates under a single-state regulatory footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- Sovereign Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
David Burrows
Chairman & Chief Investment OfficerCRD 4293787
Ronald Kelterborn
Chief Compliance OfficerCRD 6641854
Contacts
2 of 2
Peter McCarthy
Senior Vice PresidentCRD 7359388
Geoffrey Spidle
President, Private Client GroupCRD 7359371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$26.3M in ETFs
99%
$26M
0%
$263K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $1.7M | 11,000 | 6.62% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 181 Bay St Suite 3220
- Office locations
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