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Canterbury Investment Management
Canterbury Investment Management is an SEC-registered investment adviser in Zionsville, IN, established in 2003. The firm manages $70 million in assets, with...
Overview
Canterbury Investment Management is an SEC-registered investment adviser in Zionsville, IN, established in 2003. The firm manages $70 million in assets, with $66 million on discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2003
Location
Region
North America
Country
United States
City
Zionsville
Corporate office
Zionsville, IN, United States
Sector focus
Frequently asked questions
What investment strategy does Canterbury Investment Management pursue?
Canterbury concentrates on directly originated real estate and private credit investments. The real estate allocation favors income-producing commercial and multifamily properties, while the credit book focuses on middle-market private lending. This strategy emphasizes current yield and capital preservation rather than venture-style growth equity.
Where does Canterbury Investment Management deploy capital geographically?
Canterbury's investment activity is concentrated in the Midwest, reflecting both its Zionsville headquarters and the typical preference of regional family offices for assets they can directly oversee. Available public record does not specify a broader geographic mandate.
Who runs investment decisions at Canterbury Investment Management?
Canterbury has not publicly named its principals, investment committee members, or key decision-makers. The firm's deliberate absence from commercial databases and public filings means its governance structure and leadership remain private.
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