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About

Founded in 2007, CommonWealth Fund Services Ltd. is a fund administrator servicing more than $7.5 billion in assets from close to 100 domestic and offshore investment funds. CommonWealth calculates fund net asset values on a daily, weekly, monthly, or quarterly basis, acts as transfer agent, and supports its clients with financial statement and tax return preparation.

CommonWealth was named Top Canadian Hedge Fund Administrator at the 2014 and 2015 Canadian Hedge Fund Awards, and has also received the highest score of any Canadian-founded administrator on Global Custodian’s annual Hedge Fund Administration Survey for four consecutive years.

CommonWealth’s parent company, Caledon Trust Company, is federally chartered and regulated by the Office of the Superintendent of Financial Institutions (OSFI). With its trust license, Caledon is able to act as trustee for funds administered by CommonWealth. For more information on Caledon Trust Company click here.


Our History

$7.8 Billion

2017

  • CommonWealth opens New York office to add to it’s United States presence
  • Joined Canadian Venture Capital and Private Equity Association
  • CommonWealth moves over 7B in AUA
$6 Billion

2016

  • CommonWealth wins RFP for largest fund conversion to date at $1.5 billion
  • Introduction of employee equity program 
$4 Billion

2015

  • CommonWealth opens it's San Francisco office
  • Winner of Best Administrator at Canadian Hedge Fund Awards second year in a row
  • Category Outperformer in Global Custodian Hedge Fund Administration Survey
  • Mackenzie Crawford and Joe Zhang named Managing Directors and partners
$3 Billion

2014

  • Named Best Administrator at Canadian Hedge Fund Awards
  • Named to Roll of Honour in Global Custodian Hedge Fund Administration Survey
$1.8 Billion

2013

  • Staff of employees grew to accommodate future anticipated fund growth
  • Type II 3416 Report
  • Top Rated in Global Custodian Hedge Fund Administration Survey
  • First fund conversion over $100 million gained
$1 Billion

2012

  • Type I CSAE 3416 Report
  • Launch web access platform
  • Head office relocation
  • Highest ranked Canadian-founded administrator in Global Custodian Hedge Fund Administration Survey
  • Certified CPA Training Office
  • First fund conversion over $50 million gained
Start

2007

  • John Clark and Mark Damelin founded CommonWealth Fund Services