The BAROMETER CAPITAL MANAGEMENT is a privately held investment adviser that advises $907.15mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. BAROMETER CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 32.33% over the last 5-years.
The Group has been registered with the SEC for 15.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 181 BAY STREET, SUITE 3220, TORONTO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 25 employees comprised of 7 investment and 18 non-investment staff. The total number of Employees decreased by 16.67% over the last 5-years.
Their $907.15mn in assets advised are owned by 13 private funds, 6 public funds and BDCs and 137 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $293.6mn or 32.36% of Total Assets and High Net Worth Individuals own $206.15mn or 22.72% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 44.95%, 31.82% and 14.37% of total assets, respectively.
They advise 7 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 3 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $39.64mn in assets.
The Group discloses management fees and performance-based fees.
BAROMETER CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.