CANTERBURY CONSULTING INCORPORATED: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$6,121,624,720	165	Mar 25, 2022
2022	$5,387,928,944	67	Mar 27, 2023
2023	$6,614,738,141	72	Mar 15, 2024
2024	$7,391,449,526	69	Mar 24, 2025
2025	$45,876,499,615	64	Mar 26, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	100	$39,737,644,036	86.6%
Charities	57	$4,169,896,904	9.1%
Pooled investment vehicles	14	$1,766,788,812	3.9%
Retirement plans	1	$202,169,863	0.4%

Filing source

Form ADV 2089617 · Mar 31, 2026 · 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.

Private funds & service providers

1 selected fund records

Largest 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.

View all funds in this filing

CANTERBURY PRIVATE INCOME FUND I, L.P.Other Private Fund$120MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Canterbury Private Income Fund I, L.P.

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor FRANK, RIMERMAN CO, LLP PALO ALTO, California, United States Other funds reporting this name →

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →

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: 805-9393981728
Reported beneficial owners: 34
Minimum commitment: $500K
Form D file number: 021-475082

Form ADV 2089617 · Mar 31, 2026 · 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

View a filing

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 26, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2089617 · Mar 31, 2026 · 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: $4.14B
Non-discretionary: $41.7B

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

610 NEWPORT CENTER DRIVE, SUITE 500
NEWPORT BEACH, CA, 92660-6404, United States

CRD 22875

Filing source

Form ADV 2089617 · Mar 31, 2026 · 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.