Investment adviser · CRD 22875
CANTERBURY CONSULTING INCORPORATED
NEWPORT BEACH, CA, United States · Form ADV filed Feb 22, 2022
- Regulatory AUM
- $5.14B Form ADV · Item 5.F
- Client accounts
- 3,972 Accounts, not individual clients
- Employees
- 63 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 60 | $3,224,634,987 | 62.7% |
| High-net-worth individuals | 105 | $1,243,748,594 | 24.2% |
| Pooled investment vehicles | 5 | $539,368,419 | 10.5% |
| Retirement plans | Fewer than 5 | $131,757,707 | 2.6% |
Filing source
Form ADV 1607714 · Feb 22, 2022 · Item 5.D
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
NORTHERN TRUST SECURITIES, INC.
Prime broker · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
5 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
CCI CORE BOND FUNDOther Private Fund$429MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN CO, LLP
PCAOB 1596
NORTHERN TRUST SECURITIES, INC.
CRD 7927 · SEC 8-23689
Fund details & source
- Fund ID
- 805-5725684536
- Reported beneficial owners
- 35
- Minimum commitment
- $2M
- Form D file number
- 021-361552
Form ADV 1607714 · Feb 22, 2022 · Schedule D 7.B.(1)
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CANTERBURY CONSULTING PC FUND I (B), LPPrivate Equity Fund$46.2MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN CO, LLP
PCAOB 1596
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-6453128865
- Reported beneficial owners
- 23
- Minimum commitment
- $1M
- Form D file number
- 021-366888
Form ADV 1607714 · Feb 22, 2022 · Schedule D 7.B.(1)
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CANTERBURY CONSULTING PC FUND I (A), LPPrivate Equity Fund$37MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN CO, LLP
PCAOB 1596
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-7244539698
- Reported beneficial owners
- 29
- Minimum commitment
- $1M
- Form D file number
- 021-366887
Form ADV 1607714 · Feb 22, 2022 · Schedule D 7.B.(1)
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CANTERBURY CONSULTING SPFS FUND VIII (ONSHORE), LPPrivate Equity Fund$14.4MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN & CO, LLP
PCAOB 1596
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-9030925809
- Reported beneficial owners
- 22
- Minimum commitment
- $100K
- Form D file number
- 021-335133
Form ADV 1607714 · Feb 22, 2022 · Schedule D 7.B.(1)
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CANTERBURY CONSULTING SPFS FUND VIII, LPPrivate Equity Fund$13MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN & CO LLP
PCAOB 1596
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-1724529903
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
- Form D file number
- 021-335132
Form ADV 1607714 · Feb 22, 2022 · Schedule D 7.B.(1)
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Nov 17, 2021 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1607714 · Feb 22, 2022 · Items 1 & 5
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $1.66B
- Non-discretionary
- $3.48B
Filing history · 0 annual filings
Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
610 NEWPORT CENTER DRIVE, SUITE 500NEWPORT BEACH, CA, 92660-6404, United States
CRD 22875
Filing source
Form ADV 1607714 · Feb 22, 2022 · Items 1 & 5
Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.