The CANTERBURY CONSULTING is a privately held investment adviser that advises $45.89Bn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. CANTERBURY CONSULTING is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 792.91% over the last 5-years.
The Group has been registered with the SEC for 36.92 years and is comprised of 1 filing and 9 relying advisers. They operate out of 3 office locations with their Headquarters at 610 NEWPORT CENTER DRIVE SUITE 500, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 64 employees comprised of 25 investment and 39 non-investment staff. The total number of Employees increased by 1.59% over the last 5-years.
Their $45.89Bn in assets advised are owned by 16 private funds, 0 public funds and BDCs and 58 other accounts. Assets of High Net Worth Individuals clients own $39.74Bn or 86.59% of Total Assets and Charitable Organizations own $4.17Bn or 9.09% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, ESG and Fund of Funds, representing 75.07%, 17.68% and 6.33% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CANTERBURY CONSULTING names 2 sub-advisers DODGE & COX, METROPOLITAN WEST ASSET MANAGEMENT LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.