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The Clavis Foundation
The Clavis Foundation was established as a multi-family office headquartered in Montreal, with additional offices in Xiamen (China), Ottawa, Salem, Boca...
The Clavis Foundation
The Clavis Foundation was established as a multi-family office headquartered in Montreal, with additional offices in Xiamen (China), Ottawa, Salem, Boca Raton, and Fort Lauderdale. The firm's founding date and named principals are not publicly disclosed. The firm's strategy spans multiple asset classes, including direct equity investments, real estate, and private placements across North America and Asia. The Clavis Foundation participates in co-investments alongside external partners, though specific portfolio companies or deal-level exposure remain undisclosed. The organization maintains a presence across six cities in two continents, with the Xiamen office indicating Asia-Pacific reach. Its team size and total deployment are not publicly available. The foundation operates philanthropic structures, as suggested by its name, though separation from investment activities is not detailed in public records. A distinguishing feature is the firm's multinational footprint, which is unusual for a family office of its size — bridging Canadian, US, and Chinese markets through direct offices rather than through fund intermediaries. The foundation model suggests a dual mandate of wealth management and charitable giving, though specific governance details are not public.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Montreal, Canada
Additional offices
Xiamen, China · Ottawa, Canada · Salem, United States · Boca Raton, United States · Fort Lauderdale, United States
Frequently asked questions
How does The Clavis Foundation source proprietary deal flow?
The firm's sourcing model is not publicly detailed, but its cross-border offices in Montreal and Xiamen suggest a network connecting North American and Asian deal flow. Direct relationships and co-investment partnerships are likely key channels.
What investment stages does The Clavis Foundation typically target?
Public records do not specify stage preferences. The firm's activity in real estate and private placements suggests a mix of growth-stage and opportunistic investments, with a global mandate.
Is The Clavis Foundation structured as a single family office or a multi-family office?
Based on its name and operational footprint with multiple offices, the firm operates as a multi-family office. It serves multiple families, though specific client details are not disclosed.
Does The Clavis Foundation maintain philanthropic structures, and how are they separated from investment activities?
The 'Foundation' designation implies a charitable purpose, but public records do not detail the separation of investment and philanthropic mandates. The firm likely allocates capital with both return and mission objectives.
Where does the underlying wealth for The Clavis Foundation come from?
The wealth origin is not publicly disclosed. The firm's name does not reveal a specific family or industry source. This information is not available in public records.
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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