Dancap Family Investment Office

What is Dancap Family Investment Office?

The Dancap Family Investment Office, established in 2000 and based in Toronto, Canada, is a Single Family Office that manages the investment portfolio for Aubrey Dan. This office specializes in diversified global investments with a focus on long-term, intergenerational wealth and asset management, tailored to withstand various market cycles.

The firm’s investment strategy involves a dynamic strategic asset allocation designed to maximize returns while managing downside risk and ensuring liquidity.

The Family Office's portfolio comprises more than 50 specialized asset managers, over 120 funds, and in excess of 1,100 underlying portfolio companies, emphasizing its expansive reach. Dancap Family Investment Office leverages the expertise of asset managers with proven success over different market cycles. Even though the office is Canadian-based, their portfolio pivots primarily towards opportunities in the United States.

With over seventy years of collective expertise in the investment industry, their investment team is well-equipped to scan hundreds of potential deals annually and meticulously supervise all investments. The office invests in mid-market-sized businesses requiring private equity financing either in equity or subordinated debt, targeting industries including software, web marketplace SaaS, hardware, manufacturing, and HealthTech and fitness. With minimum and maximum investment thresholds of $1,300,000, they maintain versatile investment capabilities.

Their current strategy includes Private Equity, Real Estate, Private Debt, Hedge Funds, and Public Equity. Furthermore, through the Aubrey & Marla Dan Foundation, Dancap Family Investment Office is dedicated to philanthropy focused on youth initiatives, mental health, homelessness, and education, aiming to generate a sustainable, positive social impact.