Canterbury Consulting Incorporated
● SEC registered since 1989CRD 22875SEC# 801-34756Newport Beach, CA
Ranks #308 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$45.88B
Fund GAV
$1.78B
Private funds
16
Employees
64
Accounts
4,293
Location
Newport Beach, CA
Canterbury Consulting Incorporated assets under management
Canterbury Consulting Incorporated is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 1989. It reports $45.9 billion in regulatory assets under management and employs 64 people. Canterbury Consulting Incorporated manages 16 private funds with combined gross assets of $1.8 billion, including CCI Core Bond Fund, L.P. By regulatory assets, it ranks 308 of 6,004 private fund managers.
Canterbury Consulting Incorporated private funds
16 funds · $1.78B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| CCI Core Bond Fund, L.P. | Other Private | $1.12B | $2M |
| Canterbury Private Income Fund I, L.P. | Other Private | $120.1M | $500K |
| Canterbury Consulting PC Fund II (b), LP | Private Equity | $119.2M | $500K |
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Join to unlock · $37/moCanterbury Consulting Incorporated owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debashis Chowdhury Control | President | 5-10% | 2015 |
| Donald Robinson Cluck Control | Founding Director | 10-25% | 2026 |
| Jason Eric Levey Control | Chief Executive Officer | 5-10% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Canterbury Consulting Incorporated manage?
Canterbury Consulting Incorporated reports $45.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Canterbury Consulting Incorporated manage?
Canterbury Consulting Incorporated manages 16 private funds with combined gross assets of $1.8 billion.
How many employees does Canterbury Consulting Incorporated have?
Canterbury Consulting Incorporated reports 64 employees.
Where is Canterbury Consulting Incorporated located?
Canterbury Consulting Incorporated is based in Newport Beach, CA and has been SEC-registered since 1989.
Does Canterbury Consulting Incorporated disclose fund performance?
Canterbury Consulting Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 610 Newport Center Drive, Suite 500, Newport Beach, CA 92660-6404 |
| Phone | 949-721-9580 |
| Fax | 949-484-4335 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | Yes |
Regulatory AUM
$45.88B▲ 594%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
AUM vs fund managersTop 5%
Larger than 95% of 6,004 private-fund managers
Number of fundsTop 16%
More funds than 84% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$45.88Bregulatory AUM
Discretionary $4.14BNon-discretionary $41.73B
Fund type mix
Private Equity9
Other Private6
Venture Capital1
Service providers
Auditor
Prime broker
Custodian
Administrator