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| Happy Holidays!! thanks for using AUM13F!! |
| Canterbury Consulting Incorporated
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| CRD # | 22875 |
| SEC # | 801-34756 |
| CIK # | |
| AUM | $7.4 B (2025-06-30) |
| Employees | 69 (36% Investors, 0% Brokers) |
| Phone | 949-721-9580 |
| Address | 610 Newport Center Drive Newport Beach, CA 92660-6404 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CCI MACH SPV LP | [2025-06-05] | 8.5 | 8.5 |
| PE | Canterbury Consulting PC III A LP | 2024-12-12 | 0.0 | |
| PE | Canterbury Consulting PC III B LP | 2024-12-12 | 0.0 | |
| Other | Canterbury Private Income Fund II LP | 2024-12-12 | 0.0 | |
| VC | Canterbury VC Co-Investment Fund I LP | [2024-12-12] | 5.0 | 4.9 |
| Other | Canterbury Private Income Fund I LP | [2023-03-27] | 112.0 | 115.0 |
| PE | Canterbury Consulting PC Fund II A LP | [2022-03-25] | 54.1 | 56.9 |
| PE | Canterbury Consulting PC Fund II B LP | [2022-03-25] | 113.8 | 116.7 |
| PE | Canterbury Consulting PC Fund I A LP | [2020-03-27] | 15.2 | 47.2 |
| PE | Canterbury Consulting PC Fund I B LP | [2020-03-27] | 13.0 | 56.9 |
| 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) | 97 | 2.0 |
| (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 | 9 | 1.4 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 60 | 3.8 |
| (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 | 4,276 | 7.4 |
| By Discretionary | ||
| Discretionary | 978 | 3.1 |
| Non-Discretionary | 3,298 | 4.3 |
| Total | 4,276 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 7.1 | |
| Total | 4,276 | 7.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mike Ethridge | 7 | ||
| Debashis Chowdhury | 3 | ||
| Jason Levey | 1 |
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IL | 9.3 |
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MA | 9.2 |
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TX | 6.1 |
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OR | 5.8 |