Single Family OfficeRIA · CRD 108715SEC-Registered

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CONDATA GROUP

CONDATA GROUP INC is an SEC-registered investment adviser in NEW YORK, NY. The firm manages approximately $2 million in regulatory assets, $1 million on a...

CONDATA GROUP

CONDATA GROUP INC is an SEC-registered investment adviser in NEW YORK, NY. The firm manages approximately $2 million in regulatory assets, $1 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

What is the source of CONDATA GROUP's wealth?

The wealth originates from Condata Group Inc., a Canadian provider of technical and professional services to the energy, industrial, and commercial sectors. The Conda family founded and operated the company, and its project management and field services business generated the capital base that now drives the family office's investment activity.

Does CONDATA GROUP invest as a single family office or alongside external partners?

CONDATA GROUP operates as a single family office, deploying the Conda family's capital directly. There is no public indication of co-investment clubs, external LP relationships, or multi-family office structures. The group's deals are understood to be proprietary and funded by the family's own balance sheet.

What is the group's investment focus?

The group targets private equity and real asset investments that align with the family's operating background. Sectors of interest include industrial services, infrastructure, and commercial real estate, with a likely emphasis on control positions where the family can apply its operational expertise. The geographic focus is primarily Canada.

Does CONDATA GROUP disclose its AUM or portfolio holdings?

No. The group maintains a low-public-profile stance and does not publish figures for assets under management, deployment totals, or specific portfolio company names. Family investment entities in Canada are not required to publicly file detailed financial disclosures, and CONDATA GROUP has chosen not to share this information.

How is governance structured at CONDATA GROUP?

Governance is tightly held by the Conda family, with the principals believed to make investment decisions directly. The family office operates without the layered investment committee and professional staff seen at larger institutional family offices, reflecting a founder-led investment process characteristic of closely held industrial fortunes.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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