Wellington-Altus Private Wealth

Also known as WAPC

Multi Family Office (MFO)Calgary, CanadaFounded 2009
$35.0B
Assets Under Management
Calgary
Headquarters

About Wellington-Altus Private Wealth

Wellington-Altus Private Wealth is an investment management firm based in Alberta, Canada. Founded in 2017, Wellington-Altus is one of the fastest-growing wealth advisory companies in the country. The firm works primarily with high-net-worth families providing risk-managed investment oversight, review, and asset allocation. With more than $35 Billion in assets under administration across Canada, we value being an independent firm that always puts the best interests of our clients first.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionInfrastructure - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later StageHedge Fund

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesStartups & ManagementInvestment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsDebt ManagementHedge Funds High-Level SectorsTourism & HospitalityFinanceAlternative InvestmentsFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Wellington-Altus Private Wealth?

Wellington-Altus Private Wealth is a multi family office (mfo) based in Calgary, Canada, managing approximately $35.0B in assets.

Where is Wellington-Altus Private Wealth headquartered?

Wellington-Altus Private Wealth is headquartered in Calgary, Canada.

How much does Wellington-Altus Private Wealth manage?

Wellington-Altus Private Wealth manages approximately $35.0B in assets under management.

When was Wellington-Altus Private Wealth founded?

Wellington-Altus Private Wealth was founded in 2009.

What does Wellington-Altus Private Wealth invest in?

Wellington-Altus Private Wealth focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Wellington-Altus Private Wealth?

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