$692.7M Total AUM
$692.7M Disc. AUM
-- 3Y CAGR
39 Employees
3,126 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
105 - 1701 Hollis Street Halifax --
About Verecan Capital Management Inc.
Verecan Capital Management Inc. is a Halifax-based RIA. The firm has been operating for 4 years. Managing $692.7M in total assets under management, with 18 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$38.5M AVG AUM / ADVISOR
$221.6K AVG AUM / CLIENT
2.8 yrs AVG TENURE
39 Employees
18 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Emily Dunn
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Daniel Eric LeBlanc
Chief Financial Officer, DIRECTOR, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $692,702,177 | $117,706 |
| Non-Discretionary | $0 | -- |
| Total | $692,702,177 | $117,706 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing