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Claret Small Cap Fund

Other Private FundFund ID 805-7026344008Canada
Gross assets
$30.7M
Min. investment
Beneficial owners
1,476
Size rank
Top 63%
Audited
Yes
Structure
Standalone

About this fund

Claret Small Cap Fund is a other private fund managed by Claret Asset Management Corp. The fund reports $30.7 million in gross assets, placing it among the top 63% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7026344008
Fund typeOther Private Fund — EQUITY FUND
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPNo
Sub-advisedYes
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Claret Income FundOther Private$165.2M
Claret Top 100+ FundOther Private$104.1M
Claret U.S. Large Cap Equity FundOther Private$71.7M
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Frequently asked questions

How large is Claret Small Cap Fund?

Claret Small Cap Fund reports $30.7 million in gross assets, among the top 63% of private funds by size.

Who manages Claret Small Cap Fund?

Claret Small Cap Fund is managed by Claret Asset Management Corp.

Does Claret Small Cap Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Reported gross assets

$30.7M▲ 30%
Mar '25 — $23.5MApr '25 — $23.5MMay '25 — $23.5MJun '25 — $23.5MJul '25 — $23.5MAug '25 — $23.5MSep '25 — $23.5MOct '25 — $23.5MNov '25 — $23.5MDec '25 — $23.5MJan '26 — $23.5MFeb '26 — $23.5MMar '26 — $30.7MApr '26 — $30.7MMay '26 — $30.7MJun '26 — $30.7M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 63%
Larger than 37% of 67,041 private funds
Gross assets vs Other Private FundsTop 64%
Larger than 36% of 8,892 other private funds

Investor base

Adviser & related persons5%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.