CANTERBURY TOLLGATE

Overview

Canterbury Tollgate is a limited liability company that operates as a small, equity-focused investment adviser serving wealthy individuals, families and pooled investment vehicles. The firm runs discretionary portfolios and a single adviser-managed hedge fund, charging a combination of percentage-of-AUM and performance-based fees. Its operating style tilts toward exchange-traded instruments, suggesting a preference for liquid, tradable exposures and active portfolio management rather than long-dated private placements. Canterbury Tollgate provides portfolio management for both individuals/small businesses and pooled vehicles, which aligns with its use of a managed hedge fund alongside separately managed accounts. Canterbury Tollgate is not positioned as an ESG-driven manager, and it reports a single-owner structure with an individual owner type. The adviser is classified in filings as a hedge fund and qualified custodian participant, reflecting both its fund-advisory activity and custody relationships.

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Public Holdings

Investments & Alternatives

Location & Offices