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Value Partners Investments
Value Partners Investments was founded in 2005 in Winnipeg, Manitoba, a city better known for commodities and insurance than for alternative asset management.
Value Partners Investments
Value Partners Investments was founded in 2005 in Winnipeg, Manitoba, a city better known for commodities and insurance than for alternative asset management. President Gregg Filmon positioned the manager to serve a structural gap: Canadian accredited investors who wanted pooled exposure to private real estate, credit, and equity without the high minimums and illiquidity of traditional closed-end funds. The firm operates as a product manufacturer and portfolio manager, distributing largely through the financial advisor network. The strategy spans private real estate, private credit, and private equity. Real estate dominates the product shelf — the flagship Value Partners Real Estate Fund targets income-producing Canadian commercial properties, with historical holdings including multi-tenant retail and industrial assets in secondary markets. The private credit sleeve extends floating-rate loans to Canadian mid-market borrowers, often secured by hard assets. Private equity exposure has typically come via fund-of-fund structures rather than direct co-investment, reflecting the firm's core competency in manager selection and portfolio construction rather than deal origination. The geographic footprint is almost exclusively Canadian, concentrated in Manitoba, Ontario, and Alberta. Total assets under management are not publicly disclosed; filings suggest a modest institutional footprint with the bulk of capital sourced from retail high-net-worth channels. The firm maintains a lean operational structure in Winnipeg. Adjacent vehicles include separately managed accounts for larger family-office and institutional clients. No philanthropic foundation or operating-company relationship has been disclosed. In recent years the firm has focused on product rationalization and fee transparency, responding to CRM2 regulatory shifts that reshaped Canadian retail distribution. Value Partners Investments is structurally distinct from the large bank-owned Canadian asset managers that dominate the market. As an independent manufacturer distributing through third-party advisors, the firm competes on product design and advisor service rather than captive distribution. Its deep reliance on the real estate fund — a semi-liquid structure uncommon among Canadian independents — creates a defined identity, but also a concentration risk that larger peers diversify across broader platform offerings.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
AUM
Under $500M (Altss estimate)
Location
Region
North America
Country
Canada
City
Winnipeg
Corporate office
Winnipeg, Manitoba, Canada
Principals
Gregg Filmon
President
Sector focus
Frequently asked questions
Who runs investment decisions at Value Partners Investments?
Gregg Filmon is the President of Value Partners Investments and oversees the investment platform. The firm operates a manager-selection model for its private equity exposure, sourcing external managers rather than building large in-house deal teams. For real estate and private credit, investment decisions are made internally by the Winnipeg-based team, though individual portfolio manager names are not widely publicized.
How does Value Partners Investments source its real estate deals?
The firm's real estate fund acquires income-producing commercial properties, historically multi-tenant retail and industrial assets, primarily in secondary Canadian markets. Sourcing relies on broker relationships and direct off-market negotiations rather than competitive auction processes. The firm targets stabilized assets with in-place cash flows, favoring Manitoba, Ontario, and Alberta markets where it has deep local networks.
Is Value Partners Investments structured as a family office or a traditional asset manager?
Value Partners Investments is a traditional asset manager and product manufacturer, not a family office. It operates pooled investment funds sold through financial advisors to Canadian accredited investors. The firm's leadership is professional management rather than a single-family wealth office.
Does Value Partners Investments participate in fund commitments or only direct deals?
The firm does both, but the approach varies by asset class. Real estate and private credit investments are direct, with the team sourcing individual properties and loans. Private equity exposure is typically achieved through fund commitments to external managers, operating as a fund-of-funds rather than a direct co-investor. This split reflects a capital allocation decision to build internal expertise in real assets while relying on specialist managers for private company equity.
What investment stages does Value Partners Investments target in private equity?
Through its fund-of-funds approach, Value Partners Investments gains exposure across buyout, growth equity, and venture capital stages. The firm does not publicly disclose a stage-specific mandate, but its external manager selection leans toward mid-market buyout and growth funds rather than early-stage venture. The primary focus remains on delivering diversified private market exposure to investors who cannot access these strategies directly.
Where does Value Partners Investments' capital come from?
The firm raises capital predominantly from Canadian accredited retail investors, distributed through the independent financial advisor channel. A smaller portion comes from institutional and family-office separately managed accounts. The firm does not manage a single-family fortune or sovereign capital; it is a pooled investment manager serving a broad client base across Canada.
What is Value Partners Investments' known posture on co-investments alongside external GPs?
Value Partners Investments does not publicly emphasize co-investment as a core strategy. Its private equity exposure is primarily through fund commitments, suggesting limited appetite or capacity for direct co-investment alongside the managers it backs. For real estate and private credit, the firm invests directly and does not typically syndicate co-investment slots to external partners.
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