# Canterbury Investment Management

Canterbury Investment Management is a RIA based in Zionsville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Zionsville, United States
- **Region:** North America
- **Address:** Zionsville, IN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** canterburygroup.com

## Regulatory record

- **CRD number:** 125680
- **SEC file number:** 801-61876
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125680

## About

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.

## Sectors

- Real Estate
- Private Credit

## 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.

## Related profiles

- [Canterbury Consulting](https://altss.com/profile/canterbury-consulting)
- [Cantu Tactical Wealth Management](https://altss.com/profile/cantu-tactical-wealth-management)

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Last updated: 2026-07-06T01:24:13.414Z

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