Buyer's Guide
Canterbury Consulting, Inc
Business Model/TypeImplemented consulting
ie. we are a consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2012 |
| Number of relationship managers/sales people | 13 relationship managers but not dedicated to OCIO |
| Number of portfolio managers | 4 |
| OCIO percentage of total firm revenue | 5% |
| AUM full discretion | $420M |
| Number of full discretionary clients | 18 |
Discretionary assets by fund type
| Defined Benefit | |
| 401(k), 403(b), other DC | |
| Endowments/Foundations | |
| Health Care Pools* | |
| Other | |
| *Board designated, funded depreciation. | |