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Christian Emmanuel Cruz

Canterbury Consulting Incorporated

Newport Beach, CA

CRD 7003549

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Employer firm

Canterbury Consulting Incorporated CRD 22875

$45.9B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Canterbury Consulting Incorporated

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-31
  • CA RA
    APPROVED
    Since 2020-08-31

Branch Locations

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canterbury Consulting Newport Beach CA 07/2018 Present
University Of California, Irvine Irvine CA 09/2015 06/2018
  • 07/2018 → Present
    Canterbury Consulting
    Newport Beach, CA
  • 09/2015 → 06/2018
    University Of California, Irvine
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-29

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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