Fieldhouse Capital Management

What Fieldhouse Capital Management does

Fieldhouse Capital Management Inc. is a Canadian boutique wealth management firm founded in 2007 (with its current investment platform launched in 2016) and headquartered in Vancouver, British Columbia, with a second office in Prince George operating as a family office. The firm serves affluent individuals, families, professionals, family offices, and institutions across five Canadian provinces (British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario) where it is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. It manages approximately 900 discretionary investment accounts.

The company delivers investment solutions through four proprietary funds under the Fieldhouse Pro Funds Trust umbrella — the Enhanced Pension Plus Fund (tactical balanced blending traditional and alternative assets), Strategic Income Fund (fixed income with monthly liquidity), Oasis Growth Fund (North American equity growth using a four-tier methodology combining an equal-weight core portfolio, covered call overlay, put writing, and VIX call hedging), and Global Managed Futures Fund (systematic commodity and financial futures). These are complemented by discretionary portfolio management across four risk profiles (Protect, Retire, Build, Grow), separately managed accounts, and integrated financial, estate, and tax planning services. Fieldhouse employs proprietary trading, risk management, and portfolio construction tools, with the Global Managed Futures Fund using a systematic, data-driven investment process.

Fieldhouse generates revenue primarily through AUM-based management fees on its proprietary funds and discretionary portfolios, plus fund administration, trailing commissions, and incentive fees on certain funds. Its go-to-market is sales-led and advisor-mediated: approximately 40% of new clients are referrals from financial planners and advisors, with the remainder sourced through direct outreach, content marketing, and the Prince George family office partner model. Performance has been a key brand asset, with the Oasis Growth Fund achieving top-quartile and #1 rankings among Canadian North American equity hedge funds over multi-year periods as of 2024-2025.

Name

Fieldhouse Capital Management

Legal name

Fieldhouse Capital Management Inc.

Website

https://fieldhousecap.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Fieldhouse Capital Management is a Canadian boutique wealth management firm offering four proprietary funds and discretionary portfolio management to affluent individuals, families, and family offices across five provinces, with a referral-driven advisor-mediated distribution model.

Ownership category

akta.pro rank

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Discretionary Portfolio Management Fees: Fieldhouse charges management fees for discretionary portfolio management services provided to affluent individuals, families, and institutions. Fees are structured as a percentage of assets under management (AUM).
2. Proprietary Fund Management Fees: Fieldhouse Capital Management Inc. acts as Investment Fund Manager, Portfolio Manager and trustee of Fieldhouse Pro Funds Trust Advisor Series funds. The funds are subject to management fees, trailing commissions, incentive fees, and administration fees.
3. Wealth Management Services: Integrated wealth management services including discretionary investment management, financial planning, insurance and estate planning, and tax planning. Revenue is generated through advisory fees bundled with portfolio management.
4. Family Office Services: Prince George branch offers a family office approach providing fully integrated wealth management services for high-net-worth clients, including discretionary portfolio management, insurance, estate planning, financial planning, and tax planning.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Fieldhouse Capital Management is a privately held Canadian wealth management firm that provides discretionary portfolio management for affluent individuals, families, and institutions across British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. The firm offers a four-fund proprietary lineup (Enhanced Pension Plus, Strategic Income, Oasis Growth, and Global Managed Futures) alongside separately managed accounts and financial planning services, targeting consistent risk-adjusted returns through a multi-strategy approach. It manages approximately 900 discretionary client accounts and is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in five Canadian provinces.

Product overview

Fieldhouse Capital Management is a Canadian wealth management firm offering a comprehensive suite of investment products and services. The core offering includes four proprietary mutual funds under the Fieldhouse Pro Funds Trust umbrella: the Enhanced Pension Plus Fund (balanced with alternatives), Strategic Income Fund (fixed income), Oasis Growth Fund (North American equity growth), and Global Managed Futures Fund (managed futures). These funds are complemented by discretionary portfolio management services and separately managed accounts. The firm caters to affluent individuals, families, institutions, and retirees across British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario.

Differentiator

Problem solved

Functional benefit

Brands

• Fieldhouse Pro Funds Trust: The proprietary suite of investment funds managed by Fieldhouse Capital Management, including Enhanced Pension Plus Fund, Strategic Income Fund, Oasis Growth Fund, and Global Managed Futures Fund.

Products and services

• Enhanced Pension Plus Fund Proprietary pooled fund aimed at investors seeking consistent, lower-volatility, pension-style returns within the Fieldhouse managed product suite.
• Strategic Income Fund Proprietary pooled fund focused on generating income for investors as part of the firm's core four-fund offering.
• Oasis Growth Fund Proprietary growth-oriented pooled fund built around a four-tier portfolio construction methodology for long-term capital appreciation.
• Global Managed Futures Fund Proprietary pooled fund using a systematic managed futures investment process to provide diversification and non-correlated return potential.
• Discretionary Portfolio Management Continuous, discretionary management of client portfolios by Fieldhouse portfolio managers, covering approximately 900 client accounts across multiple Canadian provinces.
• Separately Managed Accounts (SMA) Customized individual account mandates allowing clients to access Fieldhouse strategies in a separately managed account structure tailored to their specific constraints.
• Financial Planning Holistic financial planning services provided alongside discretionary portfolio management, supporting retirement, tax, and estate planning needs of affluent individuals and families.

Quantifiable outcome

• Oasis Growth Fund returned +12.7% in Q2 2025, ranked #1 North American equity hedge fund in Canada over 2-year (22.75% annualized) and 3-year (24.25% annualized) periods.
• +5 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered minor.

• Portfolio Management Association of Canada (PMAC)minorOthersFieldhouse is a member of PMAC, which represents Canada's portfolio management industry. Membership ensures the firm stays current on compliance trends, industry technologies, and portfolio management best practices.
• Canadian Association of Alternative Strategies & Assets (CAASA)minorOthersCAASA represents Canada's alternative investment industry with over 400 members from managers to pension plans. Fieldhouse's membership connects it to the broader alternative investment ecosystem in Canada.
• Ombudsman for Banking Services and Investments (OBSI)minorOthersFieldhouse is a member of OBSI, which provides independent dispute resolution to clients at Fieldhouse's expense, demonstrating a commitment to client protection and regulatory accountability.
• Steve Hammer – Financial Planner, Safe Wealth Financial PlanningminorChannel Partner/ Reseller/ DistributorA financial planner who has referred clients to Fieldhouse for decades. Hammer represents a category of financial advisors who serve as a referral channel for Fieldhouse's wealth management services and fund products.
• John Kason – Prince George Private Family OfficeminorOthersAn entrepreneurial portfolio manager who joined Fieldhouse to set up his own boutique family office, leveraging Fieldhouse's operational infrastructure, technology, compliance support, and practice growth resources.

Scale indicators7 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Picton Mahoney Asset Management: Toronto-based boutique specializing in alternative and active equity strategies with multi-fund suite comparable to Fieldhouse Pro Funds; serves Canadian HNW and institutional clients.
• Nicola Wealth Management: Canadian boutique wealth management firm serving HNW individuals and families with discretionary portfolio management and proprietary investment solutions, comparable in scale and HNW focus to Fieldhouse.
• Sprott Asset Management: Toronto-based specialist asset manager with strong alternative investment capabilities and HNW-focused distribution; comparable in focus on alternatives, managed futures, and boutique service model.
• Hillsdale Investment Management: Canadian boutique investment manager offering proprietary equity, fixed income, and alternative strategies through separately managed accounts and pooled funds, with comparable advisor distribution model.
• Connor, Clark & Lunn Financial Group: Large Canadian independent asset manager with multi-affiliate structure offering alternative and traditional strategies through boutique subsidiaries, structurally comparable to Fieldhouse's diversified fund platform.
• Letko Brosseau Asset Management: Montreal-based independent Canadian boutique managing multi-asset portfolios for institutional and private wealth clients with a similar emphasis on discretionary portfolio management and long-tenured investment teams.

Broad incumbents

• 1832 Asset Management (Scotia): Canadian asset management arm of Scotiabank offering mutual funds, ETFs, and managed solutions; competes for advisor allocation decisions across the same Canadian fund categories.
• Fiera Capital: Publicly traded Canadian asset manager with broad institutional and private wealth offerings across alternatives, fixed income, and equities; competes for the same HNW and advisor channel relationships but at significantly larger scale.
• AGF Investments: Established Canadian asset manager with diversified fund lineup including alternatives and traditional strategies; broader product shelf than Fieldhouse but overlaps in advisor-distributed mutual fund and SMA categories.

Regional players

• Richardson Wealth: Canadian independent wealth platform serving HNW clients with discretionary portfolio management and advisor-led model across multiple provinces; comparable referral-driven distribution dynamics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fieldhouse-capital-management-inc-

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fieldhouse Capital Management