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| Canterbury Consulting Incorporated
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|---|---|
| CRD # | 22875 |
| SEC # | 801-34756 |
| CIK # | |
| AUM | 45.88 B (2026-05-04) |
| Employees | 64 (39% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| Other | CCI MACH SPV II LP | [2026-05-04] | 4.5 M | |
| PE | CCI Founders Fund Growth IV LP | [2026-03-26] | 10.0 M | 10.0 M |
| Offered $10,000,000 · Filed 2026-03-31 (D) · Exemption 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | CCI Skyryse SPV LP | [2025-10-08] | 3.5 M | 3.5 M |
| Offered $3,450,000 · Filed 2025-10-01 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | CCI MACH SPV LP | [2025-06-05] | 8.5 M | 8.5 M |
| Offered $8,500,000 · Filed 2025-05-28 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Canterbury Consulting PC Fund III A LP | [2024-12-12] | 27.9 M | 27.9 M |
| Filed 2025-10-15 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Canterbury Consulting PC Fund III B LP | [2024-12-12] | 74.3 M | 70.0 M |
| Filed 2026-02-20 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Canterbury Private Income Fund II LP | [2024-12-12] | 96.0 M | 96.0 M |
| Filed 2026-01-06 (D) · Exemption 3(c), 3(c)(1) · Minimum $400,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | Canterbury VC Co-Investment Fund I LP | [2024-12-12] | 5.0 M | 4.8 M |
| Offered $5,000,000 · Filed 2024-11-15 (D) · Exemption 506(b) · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Canterbury Private Income Fund I LP | [2023-03-27] | 112.0 M | 120.1 M |
| Offered $112,000,000 · Filed 2024-04-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Canterbury Consulting PC Fund II A LP | [2022-03-25] | 54.1 M | 58.5 M |
| Offered $54,095,000 · Filed 2022-10-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 9 | 1 | |
| Mike Ethridge | Executive Officer | 7 | 1 | |
| Jason Levey | Director, Executive Officer | 7 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 53 (8 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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