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Forthlane Partners

Multifamily office listing in Toronto, Canada.

Headquarters
Toronto, ON, Canada

Independent Canadian asset management firm and outsourced chief investment officer for ultra-high-net-worth clients.123

Overview

Forthlane Partners operates through Forthlane Investment Management Inc., which is listed by the Ontario Securities Commission as an Ontario registrant. The firm describes itself as an independent Canadian asset manager and outsourced chief investment officer.123

History

Forthlane announced that its acquisition of June Inc. increased assets under advisement to over $2 billion in 2026. In June 2026, the firm also announced a Calgary expansion led by Connor Kitchen, CFA, supporting its Alberta and Western Canadian presence.45

Leadership

Robbie Pryde is Chief Executive Officer. Ken Grewal is Founder. Robert Vanderhooft is President and Co-Chief Investment Officer, while Wayne Kozun is Co-Chief Investment Officer. Martha Simmons serves as Chief Administrative Officer and Chief Compliance Officer.6

Robert (Bob) Williams is Chairman, Prakash Patel is Chief Operating Officer, and Vanessa Hui is Senior Client Advisor.6

Services

Forthlane provides institutional-quality investment management, strategic guidance, portfolio construction, and ongoing oversight. Its global capital allocation spans seven asset classes: global equity, real assets, absolute return, fixed income, credit opportunities, infrastructure, and private opportunities.78

The firm says its Cayman Islands team serves families and fiduciaries in Cayman and across the Caribbean.3

What the firm offers

  • Investment management
  • Private and alternative investments

Client Focus

Forthlane serves ultra-high-net-worth individuals, families, family offices, and foundations.9

Approach

Forthlane’s investment approach combines global diversification, alternatives, rigorous due diligence, active oversight, and tailored portfolio management. The firm says it invests alongside clients and does not accept compensation or enter fee-sharing arrangements with managers receiving allocated capital.310

Its stated culture emphasizes humility, continuous learning, adaptability, client feedback, and ongoing portfolio monitoring.3

Assets

Forthlane announced assets under advisement of over $2 billion in 2026 following its acquisition of June Inc.4

FAQs

What type of firm is Forthlane Partners?

Forthlane Partners is the brand of Forthlane Investment Management Inc., an Ontario-registered Canadian independent asset management firm and outsourced chief investment officer.123

Who does Forthlane serve?

The firm serves ultra-high-net-worth individuals, families, family offices, foundations, and, through its Cayman Islands team, families and fiduciaries in Cayman and across the Caribbean.93

What investment services does Forthlane provide?

Forthlane provides investment management, strategic guidance, portfolio construction, and ongoing oversight, with global allocations across seven asset classes and an approach that includes alternatives, due diligence, active monitoring, and tailored portfolio management.78

  • LocationMultifamily offices in Toronto

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    Profiles of BC Partners in Planning Ltd., IP Private Wealth, and MLD Wealth provide other reference points on this site. Comparing their stated services, locations, and client focus with Forthlane's Canadian asset management and outsourced chief investment officer context can help a reader prepare a focused shortlist of questions.

Sources

  1. Forthlane Partners Terms of Service
  2. Ontario Securities Commission Registrant List
  3. Forthlane Partners About Us
  4. Forthlane Partners News
  5. Calgary Expansion Announcement
  6. Forthlane Partners Who We Are
  7. Forthlane Partners Who We Serve
  8. Forthlane Partners What We Do

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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