| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| CCI Core Bond Fund, L.P. | Other Private | $986.7M | $2M |
| Canterbury Consulting PC Fund II (b), LP | Private Equity | $116.7M | $500K |
| Canterbury Private Income Fund I, L.P. | Other Private | $115M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Debashis Chowdhury Control | President | 5-10% | 2015 |
| Donald Robinson Cluck Control | Chairman | 10-25% | 2009 |
| Jason Eric Levey | Director | 5-10% | 2023 |
Canterbury Consulting Incorporated reports $7.4 billion in regulatory assets under management on its Form ADV.
Canterbury Consulting Incorporated manages 13 private funds with combined gross assets of $1.4 billion.
Canterbury Consulting Incorporated reports 69 employees.
Canterbury Consulting Incorporated is based in Newport Beach, CA and has been SEC-registered since 1989.
Canterbury Consulting Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 610 Newport Center Drive, Suite 500, Newport Beach, CA 92660-6404 |
| Phone | 949-721-9580 |
| Fax | 949-484-4335 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | Yes |
| Discretionary | $3.09B |
| Non-discretionary | $4.3B |
| Total (RAUM) | $7.39B |