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| Canterbury Consulting Incorporated
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| CRD # | 22875 |
| SEC # | 801-34756 |
| CIK # | |
| AUM | $45.9 B (2026-05-04) |
| Employees | 64 (39% Investors, 0% Brokers) |
| Phone | 949-721-9580 |
| Address | 610 Newport Center Drive Newport Beach, CA 92660-6404 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CCI MACH SPV II LP | [2026-05-04] | 4.5 | |
| PE | CCI Founders Fund Growth IV LP | [2026-03-26] | 10.0 | 10.0 |
| Other | CCI Skyryse SPV LP | [2025-10-08] | 3.5 | 3.5 |
| Other | CCI MACH SPV LP | [2025-06-05] | 8.5 | 8.5 |
| PE | Canterbury Consulting PC Fund III A LP | [2024-12-12] | 27.9 | 27.9 |
| PE | Canterbury Consulting PC Fund III B LP | [2024-12-12] | 74.3 | 70.0 |
| Other | Canterbury Private Income Fund II LP | [2024-12-12] | 96.0 | 96.0 |
| VC | Canterbury VC Co-Investment Fund I LP | [2024-12-12] | 5.0 | 4.8 |
| Other | Canterbury Private Income Fund I LP | [2023-03-27] | 112.0 | 120.1 |
| PE | Canterbury Consulting PC Fund II A LP | [2022-03-25] | 54.1 | 58.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 100 | 39.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 1.8 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 57 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,293 | 45.9 |
| By Discretionary | ||
| Discretionary | 1,081 | 4.1 |
| Non-Discretionary | 3,212 | 41.7 |
| Total | 4,293 | 45.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 45.5 | |
| Total | 4,293 | 45.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Debashis Chowdhury | 9 | 1 | ||
| Mike Ethridge | 7 | 1 | ||
| Jason Levey | 7 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 59.0 |
|
TCW Investment Management Company LLC
✚
|
CA | 38.8 |
|
Impax Asset Management Ltd
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|
25.8 | |
|
Ottawa Avenue Private Capital LLC
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MI | 22.9 |
|
Townsquare Capital LLC
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|
UT | 18.1 |
|
CW Advisors LLC
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|
MA | 15.2 |
|
CV Advisors LLC
✚
|
FL | 15.1 |
|
The Caprock Group LLC
✚
|
ID | 12.5 |
|
Champlain Investment Partners LLC
✚
|
VT | 10.2 |
|
Hantz Financial Services Inc
✚
|
MI | 10.0 |