Canterbury Private Income Fund I Revenue, Growth & Competitor Profile

DBA CANTERBURY CONSULTING INCORPORATED
DBA Canterbury Consulting PC Fund I (A), L.P.
DBA Canterbury Consulting PC Fund I (B), L.P.
DBA Canterbury Consulting PC Fund II (A), L.P.
DBA Canterbury Consulting PC Fund II (B), L.P.
DBA Canterbury Consulting SPFS Fund VIII, L.P.
DBA Canterbury Consulting SPFS Fund VIII (Onshore), L.P.

Company Profile & Annual Report for Canterbury Private Income Fund I

Access the complete profile.

Canterbury Private Income Fund I Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	610 Newport Center Drive Suite 500 Newport Beach, CA 92660

Note: Revenues for privately held companies are statistical evaluations.


Canterbury Private Income Fund I's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Canterbury Private Income Fund I's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Canterbury Private Income Fund I is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Canterbury Private Income Fund I Annual Revenue and Growth Rate

Canterbury Private Income Fund I	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Canterbury Private Income Fund I's revenues are gauged from an analysis of company filings.

Canterbury Private Income Fund I's Income Statement (based on Industry Averages)

Canterbury Private Income Fund I P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Canterbury Private Income Fund I has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
April 2, 2024	34	100%	$112 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Canterbury Private Income Fund I's Largest Competitors

A competitive analysis shows these companies are in the same general field as Canterbury Private Income Fund I, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Canterbury Private Income Fund I. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROTH CAPITAL PARTNERS	Newport Beach, CA	100
TRILOGY FINANCIAL SERVICES	Irvine, CA	98
CANTERBURY PRIVATE INCOME FUND I	Newport Beach, CA	52
INDEX FUND ADVISORS	Irvine, CA	48
MISCHLER FINANCIAL GROUP	Corona Del Mar, CA	45
STRATCAP	Newport Beach, CA	41

Future Competition: Canterbury Private Income Fund I's Fastest Growing Competitors

These companies are in the same general field as Canterbury Private Income Fund I and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)