# August Group

August Group is a Multi Family Office based in Toronto, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Toronto, Canada
- **Region:** North America
- **Address:** Toronto, Canada
- **Founded:** 2021
- **Assets under management:** 650 (Altss estimate)
- **Website:** augustgroup.com
- **LinkedIn:** https://www.linkedin.com/company/theaugustgroup-buildwealth

## Regulatory record

- **CRD number:** 311499
- **SEC file number:** 801-120147
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311499

## About

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.

## Sectors

- Sports & Wellness
- Healthcare Services
- FinTech
- Enterprise Software
- AI/ML

## People

- Matthew Shannon — Founder & CEO
- Patrick Olivier Guest — Chief Investment Officer and Co-Chief Executive Officer
- Daniel Morris — Investment Adviser
- Terry Dunmire — Chairman and Principal

## 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.

### 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.

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

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

## Related profiles

- [Laerdal Invest](https://altss.com/profile/laerdal-invest)
- [Summit Wealth Partners](https://altss.com/profile/summit-wealth-partners-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/august-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology