Cantebury Capital, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 125063
- Website
- canteburycapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.64%
- State / Municipal Government33.77%
- Individuals2.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cantebury Capital, Inc. operates as an independent registered investment adviser organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional clients, and charges advisory fees based on a percentage of assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Thomas Carpenter
OwnerCRD 1509964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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