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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Newport Beach, CA HQ: Newport Beach, CA

Canterbury Consulting Incorporated

$4.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($259.5M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Distressed / Special Situations, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$259.5M
Total AUM: $4.1B
Median Disclosed Amount
$20.8M
Range: $4.0M – $27.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Canterbury Consulting Incorporated

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Advent Latin American Private Equity Fund VIAdviser 7.B Vehicle Buyout 2025
$7.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$23.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$20.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$4.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Thrive Capital Growth VIAdviser 7.B Vehicle Venture Capital 2024
$22.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Canterbury Consulting Incorporated

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Canterbury Consulting Incorporated (OCIO / Wealth RIA, $4.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.7% Actual; $53.9M Unallocated Target Bandwidth). SEC Form ADV (801-34756, CRD #22875) verified $4.14B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Canterbury Consulting Incorporated

453 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Canterbury Consulting Incorporated (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Group XII (2025 Vintage)
Canterbury Consulting Incorporated: $23.9M · SEC Form ADV 7.B
Washington State Investment Board: $200.0M · CAFR / Board Packet (ir063025, p.7)

Additional shared vehicles: PSG VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
o15 Emerging America Credit Opportunities Fund LP (2025 Vintage)
Canterbury Consulting Incorporated: $20.3M · SEC Form ADV 7.B
New York State Common Retirement Fund: $50.0M · CAFR / Board Packet (asset-listing-2025, p.162)

Additional shared vehicles: PSG VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent Latin American Private Equity Fund VI (2025 Vintage)
Canterbury Consulting Incorporated: $7.5M · SEC Form ADV 7.B
Pennsylvania SERS: $25.0M · CAFR / Board Packet (june-30-2025%20acfr, p.1)

Additional shared vehicles: Thrive Capital Growth VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+450 Additional Institutional LPs Report Shared Vehicles with Canterbury Consulting Incorporated

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Canterbury Consulting Incorporated

You are viewing 5 open public preview records (out of 14 total tracked records for Canterbury Consulting Incorporated) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (453 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Canterbury Consulting Incorporated

Real Estate LPs →Venture Capital LPs →Buyout LPs →Distressed / Special Situations LPs →Growth Equity LPs →

Frequently Asked Questions: Canterbury Consulting Incorporated

What type of institutional allocator is Canterbury Consulting Incorporated and what is their typical disclosed ticket size?

Canterbury Consulting Incorporated is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Newport Beach, CA; Headquarters: Newport Beach, CA). Across 14 historical disclosure records tracked on Prilago ($259.5M total parsed USD across disclosed rows), the median disclosed amount is $20.8M (range: $4.0M to $27.4M).

Which private-market strategies appear in Canterbury Consulting Incorporated's public disclosures?

Canterbury Consulting Incorporated has disclosed records across Real Estate, Venture Capital, Buyout, Distressed / Special Situations, Growth Equity. Open preview records include Advent Latin American Private Equity Fund VI (2025 Vintage), General Catalyst Group XII, L.P. (2025 Vintage), Heitman VP VI (2025 Vintage), PSG VI (2024 Vintage).

How are Canterbury Consulting Incorporated's historical records substantiated and separated from active searches on Prilago?

Records for Canterbury Consulting Incorporated cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Canterbury Consulting Incorporated's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/canterbury-consulting-incorporated or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Canterbury Consulting Incorporated?

In Prilago's bilateral commitment graph, Canterbury Consulting Incorporated shares resolved underlying fund vehicles with 453 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Washington State Investment Board (2 shared vehicles, e.g. General Catalyst Group XII (2025 Vintage)), New York State Common Retirement Fund (2 shared vehicles, e.g. o15 Emerging America Credit Opportunities Fund LP (2025 Vintage)), Pennsylvania SERS (2 shared vehicles, e.g. Advent Latin American Private Equity Fund VI (2025 Vintage)).

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