# Verecan Capital Management Inc.

> 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.

- CRD: 336801
- Filed as: VERECAN CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Halifax, Canada
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336801
- AdvisorCensus page: https://advisorcensus.com/firm/verecan-capital-management-inc-halifax-336801

## Quick answers

**How is Verecan Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Verecan Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Verecan Capital Management Inc. located?**
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).

**Is Verecan Capital Management Inc. registered with the SEC or a state?**
Verecan Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336801.

**How much does Verecan Capital Management Inc. manage?**
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).

**What types of clients does Verecan Capital Management Inc. serve?**
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).

**Which custodians does Verecan Capital Management Inc. use?**
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.

**Does Verecan Capital Management Inc. report any disciplinary disclosures?**
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

**Does Verecan Capital Management Inc. state an account minimum?**
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."

**What changed in Verecan Capital Management Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $692,702,177 to $1,487,505,956 (+115%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Verecan Capital Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Clearing Canada ULC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,487,505,956
- Discretionary: $1,487,505,956
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,545 | $505,356,355 |
| High net worth individuals | 167 | $212,358,981 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $0 |
| Charitable organizations | 4 | $564,064 |
| Corporations or other businesses not listed above | 106 | $769,226,556 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 39 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Aurora
- Burlington
- Dartmouth
- Nelson
- Powell River
- Toronto
- Truro

### Websites listed on Form ADV (Item 1.I)
- [threads.com/@verecanhq](https://threads.com/@verecanhq)
- [verecan.com](https://verecan.com)
- Facebook @verecangroup
- Instagram @verecanhq
- LinkedIn @verecan-capital-management-inc
- YouTube @Verecan

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $692,702,177 to $1,487,505,956 (+115%).

### April 2026
- 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).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verecan Capital Management Inc. (CRD 336801): Form ADV filing data as of October 2026.