Barometer Capital Management Inc.
- Regulatory AUM
- $737M
- Discretionary
- $737M
- Clients
- 476
- Avg AUM / client
- $1.5M
- Accounts
- 861
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $61.5M | 8.34% |
| High net worth individuals | 211 | $206M | 28.0% |
| Pension and profit sharing plans | 21 | $761K | 0.1% |
| Charitable organizations | 9 | $36.2M | 4.91% |
| Corporations and other businesses | 107 | $146M | 19.7% |
| Other | 12 | $287M | 38.9% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $304M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Barometer Global Music Royalty Fund Lp master | Other Private Fund | Canada | $82.0M | 128 |
| Barometer Tactical Income Pool | Hedge Fund | Canada | $75.6M | 514 |
| Barometer Equity Pool | Hedge Fund | Canada | $41.9M | 435 |
| Barometer Tactical Balanced Pool | Hedge Fund | Canada | $40.5M | 422 |
| Barometer Global Macro Pool | Hedge Fund | Canada | $19.5M | 298 |
| Kes 7 Real Estate I Lp | Other Private Fund | Canada | $11.5M | 69 |
| Parliament Real Estate Lp | Other Private Fund | Canada | $10.4M | 101 |
| Rcp Icr Real Estate I Lp | Other Private Fund | Canada | $5.3M | 25 |
| Barometer Fixed Income Pool | Hedge Fund | Canada | $5.0M | 13 |
| Queen Real Estate Lp | Other Private Fund | Canada | $4.7M | 22 |
| Barometer Long Short Pool | Hedge Fund | Canada | $4.4M | 133 |
| Hamilton Real Estate Lp | Other Private Fund | Canada | $3.0M | 29 |
| Rcp 4 Front Private Credit I Lp | Private Equity Fund | Canada | $556K | 9 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelterborn, Ronald, Douglas | Chief Compliance Officer | Apr 2016 (10y) | Less than 5% | |
| Mc Carthy, Peter | Senior Vice President, Private Client Group | May 2020 (6y) | 25% – 50% | |
| Spidle, Geoffrey | President, Private Client Group | May 2020 (6y) | 25% – 50% | |
| Burrows, David, Charles | Chairman, Chief Executive Officer | Jul 2023 (3y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $304M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Barometer Global Music Royalty Fund Lp | Other Private Fund | $82.0M | $250K | 128 |
| Barometer Tactical Income Pool | Hedge Fund | $75.6M | $25.0K | 514 |
| Barometer Equity Pool | Hedge Fund | $41.9M | $25.0K | 435 |
| Barometer Tactical Balanced Pool | Hedge Fund | $40.5M | $25.0K | 422 |
| Barometer Global Macro Pool | Hedge Fund | $19.5M | $25.0K | 298 |
| Kes 7 Real Estate I Lp | Other Private Fund | $11.5M | $100K | 69 |
| Parliament Real Estate Lp | Other Private Fund | $10.4M | $100K | 101 |
| Rcp Icr Real Estate I Lp | Other Private Fund | $5.3M | $100K | 25 |
| Barometer Fixed Income Pool | Hedge Fund | $5.0M | $25.0K | 13 |
| Queen Real Estate Lp | Other Private Fund | $4.7M | $250K | 22 |
| Barometer Long Short Pool | Hedge Fund | $4.4M | $25.0K | 133 |
| Hamilton Real Estate Lp | Other Private Fund | $3.0M | $5.0K | 29 |
| Rcp 4 Front Private Credit I Lp | Private Equity Fund | $556K | $25.0K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 2.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗