Multi-Family OfficeRIA · CRD 311499SEC-Registered

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August Group

August Group was established in Toronto by Matthew Shannon, who previously held the Chief Investment Officer role at Quadriam Investments for the Saputo...

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August Group

August Group was established in Toronto by Matthew Shannon, who previously held the Chief Investment Officer role at Quadriam Investments for the Saputo family. The firm focuses on multi-generational wealth clients, including athletes from major North American professional leagues. The firm executes private equity mandates that span buyouts, growth equity, and Series A investments. Asset classes include Sports & Wellness, Healthcare Services, FinTech, Enterprise Software, and AI/ML. Geographic reach covers North America and Europe. Confirmed relationships include advisory work with Lalotte Ventures and prior employment ties to BMO Financial Group. August Group maintains a lean team of investment advisers and executives in Toronto. Patrick Olivier Guest serves as Co-CEO and CIO alongside Shannon. The firm holds memberships in the Alternative Investment Management Association and maintains board ties through Chairman Terry Dunmire at entities including RippleNami and Power7 Corporation. No dated operational events from the last 24 months appear in available records. The firm’s structure integrates direct investment activity with family-office services such as tax, lifestyle, and branding support. This hybrid model stems from Shannon’s experience inside an established single-family office and allows August Group to serve multiple unrelated families without external fund vehicles.

General information

Firm type

Multi Family Office

Year founded

2021

Location

Region

North America

Country

Canada

City

Toronto

Corporate office

Toronto, Canada

Principals

Matthew Shannon

Founder & CEO

Patrick Olivier Guest

Chief Investment Officer and Co-Chief Executive Officer

Daniel Morris

Investment Adviser

Terry Dunmire

Chairman and Principal

Sector focus

Sports & WellnessHealthcare ServicesFinTechEnterprise SoftwareAI/ML

Frequently asked questions

Who runs investment decisions at August Group?

Matthew Shannon serves as Founder and CEO. Patrick Olivier Guest holds the roles of Chief Investment Officer and Co-Chief Executive Officer. Daniel Morris and Matthew Woeller John Shannon act as Investment Advisers.

How does August Group source proprietary deal flow?

The firm draws on relationships developed by Shannon at Quadriam Investments and BMO Financial Group. Additional channels include advisory positions such as Shannon’s role at Lalotte Ventures.

Is August Group structured as a single family office or does it operate more like a venture firm?

August Group functions as a multi-family office. It serves multiple unrelated ultra-high-net-worth families and athletes while executing private equity investments directly.

Does August Group participate in fund commitments or only direct deals?

Available records indicate activity through direct private equity investments in buyouts, growth equity, and Series A rounds rather than third-party fund commitments.

What investment stages does August Group typically target?

The firm targets buyouts, growth equity, and Series A opportunities across its confirmed sectors.

Where does the underlying wealth come from?

Clients include ultra-high-net-worth families and professional athletes from the NHL, NBA, and MLB. Shannon previously managed capital at the Saputo family office.

What is August Group’s known posture on co-investments alongside external GPs?

No public information details co-investment activity with external general partners.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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