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BAROMETER CAPITAL MANAGEMENT

Legal name: BAROMETER CAPITAL MANAGEMENT INC.

CRD 156409File 801-72535
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$737.0M
Above cohort median (national)
Discretionary AUM
$737.0M
Clients
464
861 accounts
Employees
25

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jun 22, 2011
Principal office
181 BAY STREET, SUITE 3220, TORONTO, ONTARIO, M5J 2T3
Phone
416-601-6888

Assets & accounts

ADV Item 5F
Total regulatory AUM
$737.0M
Discretionary AUM
$737.0M
Non-discretionary AUM
$0
Discretionary accounts
861
Non-discretionary accounts
0
Total accounts
861
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other107$145.5M
Charitable organizations9$36.2M
High net worth individuals211$206.1M
Pension and profit sharing plans21$761K
Individuals (other than high net worth individuals)116$61.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients476464
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.