Canterbury Tollgate
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,211,718
Total clients
9
100% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$6,356,858
About
Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients through separately managed accounts and a pooled investment vehicle (CTG Fluxion, LP). The firm serves a small, concentrated client base and offers ongoing portfolio supervision rather than standalone financial planning.
The firm’s investment process is valuation- and quality-oriented, using a multi-year discounted cash flow framework to estimate intrinsic value and construct concentrated, long-term portfolios independent of benchmark weights. Risk is framed as permanent loss of capital and is managed through fundamental analysis, position and sector limits, and regular comparisons of market prices to intrinsic-value estimates.
Notable distinctions include Canterbury’s role as general partner of a private pooled fund that employs performance-based allocations with high-water mark and hurdle features and implements side-by-side management and trade-allocation policies to address conflicts. The firm also uses a broader investment toolkit than many peers — including derivatives, commodity futures, and structured instruments — and subjects the pooled vehicle to independent annual audits and surprise custody examinations.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.20% $1,500,000 - $5,000,000: 0.90% $5,000,000 - $15,000,000: 0.70% $15,000,000+: 0.50%
For the Fund: 0.85% per annum management fee (0.2125% quarterly) plus 20% of profits above 5% hurdle rate with high water mark. For separately managed accounts (if any): 1.00% management fee plus 20% of profits above 5% hurdle for $2M-$10M AUM; 0.50% management fee plus 15% of profits above 5% hurdle for >$10M AUM.
Account minimum: $1,000,000
Main office location
Canterbury Tollgate
1616 Westgate Circle, Ste 202
Brentwood TN 37027, United States
Number of offices
1
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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