# Canterbury Consulting

Canterbury Consulting is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** canterburyconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/canterbury-consulting

## Regulatory record

- **CRD number:** 22875
- **SEC file number:** 801-34756
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/22875

## About

Canterbury Consulting was established in 1988 as a California-based wealth manager and registered investment adviser. The firm provides wealth management, investment management, family office, and portfolio management services to endowments, foundations, retirement plans, individuals, and family offices. No additional offices, team size, or dated operational events from the last 24 months are recorded in available sources.

## Sectors

- Secondaries & Special Situations

## Questions

### Does Canterbury Consulting manage any proprietary funds or products?

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.

### How does Canterbury Consulting handle secondary-market transactions for clients?

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.

### What is Canterbury Consulting's investment committee structure?

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.

## Related profiles

- [Canter Wealth](https://altss.com/profile/canter-wealth)
- [Canterbury Investment Management](https://altss.com/profile/canterbury-investment-management)

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Last updated: 2026-07-06T00:31:58.758Z

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