Canterbury Consulting

No. Canterbury Consulting operates exclusively as a fiduciary advisor and does not manage any proprietary pooled investment vehicles. The firm's revenue comes from client advisory fees, and it does not earn placement fees or other compensation from the investment managers it recommends. This eliminates the structural conflict that exists at OCIO firms that offer both advisory services and internally managed funds.

Canterbury has developed a practice around assisting clients with secondary-market transactions in private equity and other illiquid assets. This includes helping clients sell limited partnership interests to secondary funds when they need liquidity and evaluating opportunities to purchase positions at discounts to net asset value. The firm does not operate a dedicated secondary fund but instead advises clients individually on transaction terms, pricing, and counterparty selection based on institutional market access.

The firm's client base includes private foundations, community foundations, university endowments, healthcare systems, and ultra-high-net-worth families, predominantly in the Western United States. Canterbury serves as the outsourced investment office for institutions that either do not maintain dedicated internal investment teams or seek to supplement existing staff with fiduciary-level portfolio oversight and manager access.

The firm maintains an internal investment committee composed of senior professionals who oversee asset allocation, manager selection, and ongoing due diligence. The committee structure is designed to provide institutional discipline to portfolio decisions, with compensation models that align with long-term client outcomes rather than transaction volume or product distribution incentives.

Canterbury sources investment opportunities through long-standing relationships with institutional asset managers across public and private markets. The firm's scale — advising on more than $30 billion in aggregate — provides access to capacity-constrained managers, institutional share classes, and co-investment allocations that are typically unavailable to smaller advisory practices or individual family offices.