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First Affiliated Holdings
Chris Clarke established First Affiliated Holdings to deliver coordinated services to Canadian families. The firm operates through First Affiliated Securities...
First Affiliated Holdings
Chris Clarke established First Affiliated Holdings to deliver coordinated services to Canadian families. The firm operates through First Affiliated Securities Inc. and First Affiliated Family Office Group Inc., both based in Collingwood. Deployment spans fund-of-funds vehicles, philanthropic allocations, and real estate positions confined to North America. ESG considerations shape the technology focus within the portfolio. The firm maintains membership in CAASA and holds recognition from STEP as one of the top four family offices worldwide. First Affiliated Foundation and Toni Kohn Woodward Foundation sit alongside the core operation. No public disclosure exists on team size, AUM, or specific holdings. Recent public records contain no dated operational events from the last 24 months.
General information
Firm type
Multi Family Office
Year founded
1989
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Collingwood
Corporate office
115 Hurontario Street, Suite 302, Collingwood, ON L9Y 2L9, Canada
Principals
Chris Clarke
CEO, Co-owner, and Founder
Karl Mortveit
Co-owner and Head of Operations
W. Barton Rowe
Partner and Head Investment Strategist
Tina Di Vito
Head of Family Office Services
Brent Barrie
Head of Financial Planning
Sector focus
Frequently asked questions
Who runs investment decisions at First Affiliated Holdings?
Chris Clarke serves as CEO and founder. W. Barton Rowe acts as Head Investment Strategist. Karl Mortveit oversees operations as co-owner.
Does First Affiliated Holdings participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures alongside direct real estate holdings. No public breakdown of allocation weights exists.
What investment stages does First Affiliated Holdings typically target?
Public materials list no stage preferences. Activity centers on real estate and fund-of-funds vehicles without disclosed venture or growth equity focus.
Where does the underlying wealth come from?
No public disclosure identifies the source families or originating businesses.
Does First Affiliated Holdings maintain philanthropic structures, and how are they separated?
First Affiliated Foundation and Toni Kohn Woodward Foundation operate alongside the firm. Details on governance separation remain undisclosed.
Profile maintained by Altss 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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