A private portfolio built one manager at a time, for Canadian families who hold their capital — and their advisors — to a higher standard.
At Cherry Hill, we believe the hardest questions about wealth aren't the financial ones. They're the questions money quietly asks of the people who hold it: about the family it provides for, about the work that built it, about the kind of life — and legacy — it ought to make possible.
No one should carry the weight of generational wealth alone. That, more than anything, is the work — to sit alongside our clients, to make the complicated feel manageable, to ensure that the family you've built and the life you've earned remain protected long after the meetings of today are forgotten. The construction is institutional. The relationship is not.
Financial freedom is built quietly, one decision at a time.
The world's leading family offices allocate, on average, roughly forty-two percent of capital to private and alternative investments1. The most sophisticated allocate more. They do this because private markets offer something public markets cannot: income streams backed by tangible assets, exposure to growth before companies go public, and diversification that doesn't move in lockstep with the headlines.
Until recently, that access was reserved for pension funds, endowments, and the ultra-wealthy. Through our partnership with Harbourfront and the institutional managers on our shelf, we bring that same calibre of access to the families we serve — selected one manager at a time, never packaged.
Every position in this portfolio earned its place. Not because it came in a package. Not because it pays a commission. But because the manager has a track record we can defend, a process that has worked across cycles, and a story we can tell our clients with conviction. We do not use three managers to do the work of one.
One fund shelf. Three calibrations. Choose a profile to see the construction — or compare them side-by-side to see how risk and return are dialled.
Lexington pioneered the secondary market for private equity. Through Franklin FLEX-I, our clients gain access to a portfolio of 1,000+ private companies — including Anthropic, SpaceX, and Stripe — at the kind of pricing that has historically been reserved for the largest pension funds and endowments.
Secondaries solve the J-curve. Capital is deployed into existing, mature private equity positions rather than fresh commitments, shortening the path to distributions and giving the portfolio a different return profile than primary PE.
A multi-strategy fund-of-funds with a roster most pensions would recognize: AQR, Lazard, Amundi, Jupiter, Picton Mahoney, and Morgan Stanley. Each underlying manager runs a distinct, low-correlation strategy — equity long-short, market-neutral, global macro, structured credit. The pool itself is newly launched, but the underlying managers and the strategies behind them have track records measured in decades.
The point isn't any single sleeve. It's that when something in the public markets breaks — and it always eventually does — a properly constructed absolute return pool tends to do its job. That was the modeled story of 2022, and it's the reason this allocation earns its place on day one.
*Performance figures cited reflect a model back-test of the underlying strategy and do not represent actual trading results. The Birchmont Absolute Return Pool launched in April 2026. Back-tested returns are gross of fees, do not reflect transaction costs, and are not indicative of future results.
Self-storage is one of the most quietly resilient real-asset sleeves in private markets — recession-tested, low operating intensity, and increasingly institutional. MMST has built one of the largest privately-held footprints in Western Canada through patient acquisition rather than ground-up development.
A strategic review for a potential public listing was announced in early 2026. Whether or not the IPO completes, the optionality is real — and unitholders are positioned for a meaningful liquidity event if it does.
Eighty-four solar installations and two biogas facilities across Canada, owned outright. The vast majority of revenue is contracted with provincial and federal counterparties under long-dated power-purchase agreements — the closest thing private markets offer to a real-asset bond.
Sustainability without sacrifice. Clients who want their capital aligned with the energy transition get that. Clients who simply want stable, contracted, inflation-linked cash flows get that too.
A Canadian mortgage lending book, operated by a manager that has been doing this since 1984. Amur runs the kind of disciplined, conservatively-underwritten credit that private credit was originally meant to be — before the asset class became fashionable. Forty years of operating history through every kind of Canadian credit environment.
The 2025 annualized return of 11.26%* reflects both the strong underlying credit environment and Amur's ability to take advantage of dislocations when they appear. The income is steady. The story is straightforward.
*Unaudited annualized return as of June 30, 2025, as reported by the manager.
Returns matter. Returns alone do not. Reported performance across the underlying private market managers in the portfolio, net of manager fees and gross of advisory fees, as reported by each manager.
As of March 31, 2026.
| Manager | 2025 Return | Since Inception | AUM |
|---|---|---|---|
Franklin FLEX-I (Lexington)Private Equity Secondaries |
17.36% | — | $1.93B NAV |
Westbridge Capital PartnersPE / Credit Hybrid |
11.33% | 10.74% | $260M |
Amur Capital Income FundPrivate Credit · MIC |
11.26% | 9.87% | $1.05B |
Avenue Living Storage (MMST)Real Assets · Self-Storage |
— | 11.07% | — |
Avenue Living Core TrustReal Assets · Multi-Family |
— | 10.86% | — |
Skyline Clean Energy FundReal Assets · Renewable Infrastructure |
9.34% | 9.86% | $416M |
Birchmont Absolute Return PoolAlternatives · Multi-Strategy |
— | 11.94%* 5-yr | — |
Neighbourhood CapitalPrivate Credit · Residential MIC |
8.46% | — | — |
Performance figures shown are net of manager fees and gross of advisory fees, as reported by each underlying manager. Class designations vary by fund (typically F-Class or Class I where shown). 2025 figures reflect annualized returns as reported by the manager. *Birchmont Absolute Return Pool returns reflect a model back-test of the underlying strategy and do not represent actual trading results; the pool launched in April 2026. Past performance does not guarantee future results. All investments carry risk, including potential loss of principal.
A seamless transition, handled with care. The accounts, transfers, and paperwork happen in the background, on our shoulders, not yours. The first thing you experience is the work itself — the planning, the conversations, the partnership.
Where the strategy begins. We review every existing position, weigh the tax implications, and implement the portfolio sleeve by sleeve. Capital moves with intention — sometimes decisively, sometimes patiently, always in service of the plan.
The full picture, brought into focus. Cash flow, retirement projections, tax efficiency across personal and corporate structures, insurance, and a clear-eyed view of what your estate will need to do. The portfolio is one piece of the picture; this is where the picture comes together.
For the family you've built, and the legacy you intend. Estate planning, wills, powers of attorney, intergenerational wealth transfer, and the insurance coverage that protects the structure from anything you can't see coming. We work directly with your accountant and lawyer, or introduce specialists when you don't have them.
The work that never stops. Annual Total Wealth Summaries, semi-annual portfolio reviews, private market education when new opportunities arise. We coordinate with your accountant, lawyer, and the rest of your advisory team — keeping the plan, and everyone working on it, in step. The kind of relationship that compounds — quietly, patiently, over decades.
We deal with people's money and the long arc of their lives. That responsibility demands strict moral and ethical discipline, without exception. But integrity isn't a task to check off — it's who we are and who we aim to work with. When no one is watching, the way we make decisions doesn't change. That's the only version of integrity that matters.
We do more than manage money. We guide clients toward clarity by making sure they're included and informed along the way — decisions explained, never handed down. The conversations that matter most are usually the ones nobody wants to have. Those are the conversations we don't avoid. Honest counsel, delivered with care, is the foundation of every relationship that lasts.
The problem isn't a shortage of good advisors. It's a shortage of coordination between them. We exist to be the connective tissue between every professional in a client's life — accountant, lawyer, insurance advisor, banker. If something needs to get done across the team, we own making it happen. The relationship isn't an account number. It's a chair at the table, every meeting, for as long as we work together.
There is only so much a page can say. The rest is a conversation — no sales pitch, no pressure. A quiet meeting to understand what you've built, what you want it to do, and whether what we offer is the right fit.