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Patrimonica Family Office
Patrimonica Family Office was established in 2009 by Diane Henry, a CPA whose prior work included serving as Treasurer of Club Saint James. The firm originated...
Patrimonica Family Office
Patrimonica Family Office was established in 2009 by Diane Henry, a CPA whose prior work included serving as Treasurer of Club Saint James. The firm originated from professional advisory services rather than a single industrial fortune. Henry remains President. The firm allocates across hedge funds, private real estate development projects in North America and global infrastructure. It also maintains gold tactical positions and runs an absolute return hedge fund portfolio. Deployment occurs through fund-of-funds vehicles and direct holdings. Confirmed positions include private real estate and infrastructure assets. Geographic focus centers on North America with additional infrastructure exposure outside the region. Alain Bouchard, founder of Alimentation Couche-Tard, became a shareholder in 2018. Patrimonica employs named investment professionals including Chief Investment Officer Dimitri Douaire and Mark-Olivier McNulty, President of Patrimonica Asset Management Inc. The firm maintains membership in the Portfolio Management Association of Canada and the Canadian Association of Alternative Strategies & Assets. In 2022 Normand Coulombe, founder of iNFiNi-t Wealth Management Advisors, joined as Senior Vice-President following a merger. The firm operates the separate Patrimonica Foundation. Patrimonica maintains an independent ownership structure that aligns incentives with multi-generational family clients rather than external sponsors. This setup separates the multi-family office from any single wealth source and permits continued addition of new client families without altering governance.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
1800 McGill College Avenue, Suite 3000, Montreal, Quebec, H3A 3J6, Canada
Principals
Diane Henry
Founder and President
Dimitri Douaire
Chief Investment Officer
Mark-Olivier McNulty
President of Patrimonica Asset Management Inc.
Normand Coulombe
Senior Vice-President
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Patrimonica Family Office?
Dimitri Douaire serves as Chief Investment Officer of Patrimonica Asset Management. Mark-Olivier McNulty is President of the asset management entity. Diane Henry retains overall leadership as Founder and President.
How does Patrimonica source proprietary deal flow?
The firm draws on relationships developed through Diane Henry's advisory career and club memberships including Club Saint James. Additional flow comes from co-investor networks such as Hewitt Group and industry associations like CAASA and AIMA.
Is Patrimonica structured as a single family office or does it operate more like a venture firm?
Patrimonica operates as a multi-family office. It accepts multiple client families and maintains an independent ownership structure that permits ongoing addition of new clients.
Does Patrimonica participate in fund commitments or only direct deals?
The firm uses both approaches. It runs a fund-of-funds hedge fund portfolio and also holds direct positions in private real estate development and infrastructure projects.
What investment stages does Patrimonica typically target?
The firm focuses on mature private market strategies including existing real estate developments, operating infrastructure assets and hedge fund portfolios rather than early-stage venture.
Where does the underlying wealth come from?
The firm traces its origins to Diane Henry's professional services and entrepreneurial advisory practice. It does not stem from a single industrial fortune.
Does Patrimonica maintain philanthropic structures, and how are they separated?
The firm operates the separate Patrimonica Foundation. This vehicle sits outside the core investment management entities.
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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