What departments does Canterbury Consulting have?

Canterbury Consulting has employees across 5 departments including Research, Analytics, Education, Administrative, Finance.

What is the largest department at Canterbury Consulting?

The largest department at Canterbury Consulting is Analytics with 3 employees.

Where are Canterbury Consulting employees located globally?

Canterbury Consulting has employees across 3 continents and 6 countries including United Kingdom Of Great Britain And Northern Ireland, Spain, United States Of America, Canada, New Zealand.

How has Canterbury Consulting's team size changed over time?

Canterbury Consulting's team has decreased from approximately 72 to 43 employees based on available data.

Canterbury Consulting Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, California. It designs and manages customized investment programs for a diverse client base, including tax-exempt organizations such as community foundations, educational endowments, religious groups, arts and cultural foundations, health care organizations, as well as individuals and family offices. The firm acts as its clients' investment office, providing objective guidance on asset allocation, manager selection, risk management, implementation, and performance measurement tailored to each client's goals.

Founded in 1988, Canterbury operates in the investment management industry delivering outsourced investment office services. In August 2025, Canterbury announced a collaboration with SUBSCRIBE to provide a centralized subscription and onboarding workflow for private markets funds.

Canterbury Consulting Global Highlights

North America
103

United States Of America
102
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Spain
1

Oceania
2

New Zealand
1
Australia
1

Canterbury Consulting's Leadership

M. L. C. C.
Vice President, Investment Research
Mobile Phone
Email
J. H.
Senior Performance Analyst
Mobile Phone
Email
A. M.
Teacher
Mobile Phone
Email
A. R.
Portfolio Administrator
Mobile Phone
Email
E. S.
Associate, Investment Research
Mobile Phone
Email
J. M.
Investment Services Coordinator
Mobile Phone
Email
K. K.
Portfolio Administrator
Mobile Phone
Email
M. O.
Performance Analyst
Mobile Phone
Email

Canterbury Consulting Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Accounting
Business
Education
Other

Contact profiles from Canterbury Consulting

Name

Title

Contact Info

Location

Last Update

M. L. C. C.
Vice President, Investment Research
Mobile Phone
Email
Sep 13, 2024
J. H.
Senior Performance Analyst
Mobile Phone
Email
Oct 22, 2024
A. M.
Teacher
Mobile Phone
Email
SpainMadrid
Jan 03, 2025
A. R.
Portfolio Administrator
Mobile Phone
Email
Oct 16, 2024
E. S.
Associate, Investment Research
Mobile Phone
Email
Jun 08, 2026
J. M.
Investment Services Coordinator
Mobile Phone
Email
Oct 17, 2024
K. K.
Portfolio Administrator
Mobile Phone
Email
Oct 22, 2024
M. O.
Performance Analyst
Mobile Phone
Email
Oct 17, 2024
S. D.
Analytics Client Service
Mobile Phone
Email
Oct 16, 2024
V. L.
Administrative Assistant
Mobile Phone
Email
Sep 19, 2025

Frequently Asked Questions

What is Canterbury Consulting known for?

Canterbury Consulting was founded in 1988 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-949-721-****

. Explore Canterbury Consulting's company overview page for more information.

What is Canterbury Consulting's most common email format?

Canterbury Consulting employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canterbury Consulting email formats with LeadIQ.

How many employees does Canterbury Consulting have currently?

Canterbury Consulting has approximately 103 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Canterbury Consulting's key employees and leadership?

As of July 2026, Canterbury Consulting's key employees include:

Vice President, Investment Research: M. L. C. C.
Senior Performance Analyst: J. H.
Teacher: A. M.
Portfolio Administrator: A. R.
Associate, Investment Research: E. S.

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Canterbury Consulting Employee Directory

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