{ "crd_number": 336801, "slug": "verecan-capital-management-inc-halifax-336801", "primary_business_name": "VERECAN CAPITAL MANAGEMENT INC.", "legal_name": "VERECAN CAPITAL MANAGEMENT INC.", "dbas": [], "city": "Halifax", "state": null, "country": "Canada", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-08-04", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-09-04", "carried_forward": false, "raum_total": 1487505956.0, "raum_discretionary": 1487505956.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 39, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 564064.0, "count": 4 }, "individuals": { "raum": 505356355.0, "count": 2545 }, "high_net_worth_individuals": { "raum": 212358981.0, "count": 167 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 2 }, "corporations_other_businesses": { "raum": 769226556.0, "count": 106 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "NH", "OH", "PA" ], "websites": [ "https://facebook.com/verecangroup", "https://instagram.com/verecanhq", "https://linkedin.com/company/verecan-capital-management-inc", "https://threads.com/@verecanhq", "https://verecan.com", "https://youtube.com/@Verecan" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336801", "city_as_filed": "HALIFAX", "url": "https://advisorcensus.com/firm/verecan-capital-management-inc-halifax-336801", "display_name": "Verecan Capital Management Inc.", "summary": "Verecan Capital Management Inc. is an SEC-registered investment advisory firm in Halifax, Canada, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.", "citation": "AdvisorCensus. Verecan Capital Management Inc. (CRD 336801): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Verecan Capital Management Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Verecan Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Verecan Capital Management Inc. located?", "a": "Verecan Capital Management Inc.'s principal office is in Halifax, Canada, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F)." }, { "q": "Is Verecan Capital Management Inc. registered with the SEC or a state?", "a": "Verecan Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336801." }, { "q": "How much does Verecan Capital Management Inc. manage?", "a": "Verecan Capital Management Inc. reports $1,487,505,956 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)." }, { "q": "What types of clients does Verecan Capital Management Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,545); high net worth individuals (167); corporations or other businesses not listed above (106)." }, { "q": "Which custodians does Verecan Capital Management Inc. use?", "a": "Verecan Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Clearing Canada ULC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Verecan Capital Management Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336801" }, { "q": "Does Verecan Capital Management Inc. state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Verecan Capital Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship.\"" }, { "q": "What changed in Verecan Capital Management Inc.'s recent Form ADV filings?", "a": "In the October 2026 filing data: Regulatory assets under management went from $692,702,177 to $1,487,505,956 (+115%)." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Regulatory assets under management went from $692,702,177 to $1,487,505,956 (+115%)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added an office in Toronto.", "No longer lists an office in Etobicoke.", "Registered or notice-filed in PA.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "Verecan Capital Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Verecan Capital Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Fidelity Clearing Canada ULC", "name_as_filed": "FIDELITY CLEARING CANADA ULC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/verecan-capital-management-inc-halifax-336801.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 2545, "fewer_than_5": false, "raum": 505356355.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 167, "fewer_than_5": false, "raum": 212358981.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 4, "fewer_than_5": false, "raum": 564064.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 106, "fewer_than_5": false, "raum": 769226556.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336801", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }