Canterbury Consulting

Asset Manager SEC-registered adviser

Legal name: Canterbury Consulting Incorporated

Newport Beach, CA Website LinkedIn

AUM

$45.9B
Regulatory AUM

Private funds

16
Private Equity 9 · Other 6 · Venture Capital 1

Private fund assets

$1.8B
Gross asset value

Employees

64

Last Form D raise

Aug 2026
Most recent fund filing

From SEC Form ADV filing (filed May 4, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

D
Debashis Chowdhury
President
Source: SEC Form ADV
D
Donald Cluck
Founding Director
Source: SEC Form ADV
J
Jason Levey
Chief Executive Officer
Source: SEC Form ADV
J
Jerry Dale III Montgomery
Managing Director
Source: SEC Form ADV
M
Michael Laven
Chairman
Source: SEC Form ADV
N
Nolan Wood
Managing Director
Source: SEC Form ADV

Funds(16)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Canterbury Private Income Fund II, L.P.Other$96.0M$122.5M27Aug 2026Hot
Canterbury Consulting Pc Fund III (b), L.P.Private Equity$70.0M$102.0M29Aug 2026Hot
Cci Founders Fund Growth IV, L.P.Private Equity$10.0M$10.0M7Mar 2026Warm
Canterbury Consulting Pc Fund III (a), L.P.Private Equity$27.9M$27.9M17Oct 2025Warm
Cci Core Bond Fund, L.P.Other$1.1B$1.2B68Jul 2025Cool
Canterbury VC Co-Investment Fund I LPVenture Capital$4.8M$5.0M4Nov 2024Cool
Canterbury Private Income Fund I, L.P.Other$120.1M$112.0M34Apr 2024Cold
Canterbury Consulting Pc Fund II (b), LPPrivate Equity$119.2M$113.8M34Oct 2022Cold
Canterbury Consulting Pc Fund II (a), LPPrivate Equity$58.5M$54.1M44Oct 2022Cold
Canterbury Consulting Pc Fund I (b), LPPrivate Equity$58.6M$13.0M8May 2020Cold
Canterbury Consulting Pc Fund I (a), LPPrivate Equity$46.9M$15.2M9May 2020Cold
Canterbury Consulting Spfs Fund VIII (onshore), LPPrivate Equity$16.9M$13.8M17Mar 2019Cold
Canterbury Consulting Spfs Fund VIII, LPPrivate Equity$15.0M$11.9M9Mar 2019Cold
Cci Mach SPV, L.P.Other$8.5M———
Cci Mach SPV II, L.P.Other$4.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
22875
SEC file number
801-34756

Sources