Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value AddFixed Income, Infrastructure, Private Credit, Private Equity
- Target geographies
- Us & Canada
- Typical ticket
- —
- AUM
- $400M - $1B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Vesta Wealth Partners, based in Calgary, Alberta, is a portfolio management firm offering institutional investment strategies and family office solutions. Founded on the Fortmuller family legacy since 1889, it focuses on diversified strategies including active, passive, and alternative investments.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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