Business Details
26 Years
experience
Your Trusted Family Investment Office in Toronto
Established in the year 2000, Dancap Family Investment Office operates as a Single Family Office managing a globally diversified investment portfolio for Aubrey Dan. Our team brings over seventy years of collective experience across private equity, real estate, private debt, hedge funds, and public equities, with a strategic focus on alternative and traditional asset classes. Headquartered in Toronto, Canada, we leverage a dynamic asset allocation approach to maximize returns while managing risk and maintaining liquidity.Our investment philosophy emphasizes long-term intergenerational growth, supported by rigorous due diligence and partnerships with established asset managers. Beyond financial objectives, we are committed to philanthropy through the Aubrey & Marla Dan Foundation, focusing on youth initiatives in mental health, homelessness, and education. Our heritage of entrepreneurial success, combined with a forward-looking investment strategy, positions us to navigate diverse market cycles effectively.
Services
Private Equity
Real Estate
Private Debt
Hedge Funds
Public Equity
Details
- Year established: 2000
Highlights and features
- We offer decades of experience in global investment management across multiple asset classes.
- Our dynamic asset allocation strategy balances risk and return for long-term growth.
- We partner exclusively with established asset managers with proven track records.
- Our philanthropic initiatives create lasting social impact in key community sectors.
- We provide transparent reporting and tailored investment solutions for complex portfolios.
Services
Private Equity
Our private equity strategy focuses on US buyout, secondary, and growth equity funds. We target managers with proven track records and invest through blind pools, pledge funds, and direct investments. With over 30 years of experience, we prioritize sustainable value creation through operational improvements and strategic oversight. Our portfolio includes 50+ specialized managers and 1,100+ underlying companies globally.
Real Estate
We specialize in US multifamily value-add properties and Canadian high-rise developments. Our strategy targets 15-20% net IRR through B-class asset renovations and strategic exits. The portfolio includes 50+ managers and focuses on high-growth markets like Atlanta, Phoenix, and Toronto. We emphasize stable cash flow from organic rent growth and cost-effective CAPEX programs.
Private Debt
Our private debt portfolio focuses on US senior secured corporate lending with 10-15% net IRR targets. We partner with managers specializing in sponsor-backed transactions and floating-rate strategies. The 25+ year strategy emphasizes downside protection through collateralized assets and maintains liquidity in rising rate environments, leveraging over $170B in annual industry fundraising.
Hedge Funds
We employ a strategy-agnostic hedge fund approach with emphasis on relative value, long/short equity, and macro strategies. Our managers demonstrate expertise across market cycles, targeting absolute returns through low-correlation assets. The portfolio avoids lockups, maintaining liquidity while capitalizing on market volatility and macroeconomic trends.
Public Equity
Our public equity strategies focus on US large-cap stocks through managed accounts with daily liquidity. We target 10%+ annual returns by partnering with managers who consistently outperform benchmarks. The portfolio emphasizes tax optimization and transparency, with secondary allocations to non-US growth equities in Europe and emerging markets.
People
Aubrey Dan
Principal
Canadian businessman and philanthropist with over 30 years in investment management. Founder of Dancap Family Office, Tony Award-winning producer, and recipient of the Order of Canada. Focuses on alternative assets and community impact through the Aubrey & Marla Dan Foundation.
Elias Toby
COO, CFO
Certified CPA with 25+ years managing Dancap's investment strategy. Oversees portfolio optimization, M&A activities, and organizational strategy. Serves on advisory committees for major investment firms and contributes to industry associations like CVCA.
Paul Tershakowec
Investment Director
CFA charterholder leading investment evaluations since 2013. Former economist and portfolio risk specialist with expertise in asset class analysis. Manages team responsible for monitoring 1,100+ portfolio companies across global markets.
Jaclyn L. Landau
Investment Director
Economics graduate with CFA designation, focusing on portfolio analysis and investment research. Joined Dancap in 2013 after engineering and economics background. Specializes in evaluating cross-sector investment opportunities.
Tristan Weatherhead
Investment Manager
BBA and Bachelor of Mathematics graduate with CFA designation. Joined in 2020 after experience in commodities trading and insurance analytics. Focuses on quantitative analysis and portfolio monitoring for new investment opportunities.
Questions
What type of investment strategies does Dancap focus on?
We focus on private equity, real estate, private debt, hedge funds, and public equity strategies with global diversification.
How does Dancap approach risk management?
We use dynamic asset allocation, rigorous due diligence, and diversified investments across vintages, geographies, and managers.
What is Dancap's geographic focus?
While Canadian-based, we primarily invest in US opportunities with secondary focus on global markets.
Does Dancap engage in philanthropy?
Yes, through the Aubrey & Marla Dan Foundation focusing on youth mental health, education, and community initiatives.
How long has Dancap been operating?
We have managed investments since our founding in the year 2000.
What investment minimums apply?
As a family office, we don't have public investment minimums or fundraising requirements.
