Private Capital Fund

Nicola Wealth is built on our belief that the conventional approach simply isn’t enough. Our track record of growth has been a result of strong culture and forward thinking.

Different structure targeting greater results

Explore the asset classes that comprise our investment approach and philosophy. We invest across a typical company’s capital structure and investment stages, operating complementary investment groups in private equity, venture capital, infrastructure assets, private debt, and real estate debt.

$17.0B

in assets under management (AUM)

99%

client retention rate
as of May 31, 2025

4/5

new clients are referrals

Our Strategies

Broadly Diversified Private Capital Solutions

We invest across a typical company’s capital structure and investment stages, operating complementary investment groups in private equity, venture capital, infrastructure assets, private debt, and real estate debt.

Explore Our Strategies

Our team

Our team provides patient equity capital to a diverse set of private businesses primarily across North America.

Private Debt

Private DebtOur team provides an institutional quality private credit portfolio for the clients of

Infrastructure

InfrastructureOur team has made investments in a globally diverse base of physical infrastructure and real assets.

Venture

Venture CapitalPrimary fund investments,secondaries and co-investments with exposure to growth-oriented companies, primarily in the technology sector .

Mortgages

MortgagesOur team has been investing in loans secured by real estate across a range of property types, participating throughout the debt stack.

Additional Services

Wealth planning and investment management can have wide ranging needs and implications. In addition to our diversified portfolios and integrated planning solutions, we offer services that support broader complexities.
Donor Advised Philanthropy
The Nicola Wealth Private Giving Foundation provides the opportunity to establish a donor advised fund, offering a personalized giving experience that aligns your philanthropic goals with your financial and tax planning strategy.

The Nicola Wealth Private Giving Foundation provides the opportunity to establish a donor advised fund, offering a personalized giving experience that aligns your philanthropic goals with your financial and tax planning strategy.

Our Assets

We go beyond the conventional “60% stocks, 40% bonds” investment approach, providing access to diversified asset classes across real estate, private capital, and public assets.

Private Capital

We have direct access and co-investments in private opportunities as a result of strong relationships with our network of partners.

Real Estate

With properties across Canada and the U.S., we utilize disciplined criteria to source historically consistent and stable income-producing assets.

Public Assets

Our focus is on owning the highest calibre companies globally as part of a well-constructed and well-diversified portfolio.

What our clients say

Testimonials were solicited and are the current opinions of Nicola Wealth clients, and such opinions are subject to change without notice. The views presented may not be representative of the views of other clients.

Long-Term Partners

Our fund vehicles are evergreen in nature. Unlike a traditional closed-end fund with a defined termination date, the evergreen structure gives us flexibility to hold assets and focus on long-term growth, making Nicola Wealth an ideal partner for management teams and sponsors.
We are forward thinking and have a flexible platform that gives us the ability to invest in a wide variety of financing structures. Our aim is to build long-term mutual confidence and work together to develop bespoke financing solutions with our partners.

Investing Insights

Professionals you can trust

We are a growing firm with a history of innovative thinking and a collaborative service model.