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Fund Manager

Canterbury Consulting

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Canterbury Consulting

Fund Manager

Primary Strategy: Other

Year Founded: 1988

Number of Employees: 101

Ownership: Privately Held

Year End: December

Description

Canterbury Consulting is an independent investment advisory firm in Newport Beach, CA. Founded in 1988, it provides consulting services to tax-exempt organizations and individuals, designing custom investment programs aligned with clients' goals. The firm offers investment advice, asset allocation, risk management, and performance measurement.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/canterbury-consulting

Address

610 Newport Center Drive, Suite 500, Newport Beach, California, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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