# Walter Global Asset Management, Inc.

> Walter Global Asset Management, Inc. is a VC fund backing Financial Services. See 6 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Westmount, Canada
- Total investments: 6
- Last investment: Jan 2026
- Lead investor: 100%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/walter-gam
- Website: https://walter-gam.com/en/contact-us/

Walter Global Asset Management, Inc. is a VC fund in Westmount focused on Financial Services and Funding Platform. Walter Global Asset Management Inc. operates as an asset management company. The Company specializes in fundamental research on small and medium capitalization companies.

## Contacts

5 contacts available for Walter Global Asset Management, Inc.. Shizune tracks 2 team members at Walter Global Asset Management, Inc.. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/walter-global-asset-management-inc?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 4 | 67% |
| Funding Platform | 1 | 17% |
| Wealth Management | 1 | 17% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Private Equity | 5 | 83% |
| Seed | 1 | 17% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United Kingdom | 3 | 50% |
| Canada | 2 | 33% |
| United States | 1 | 17% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Julie Lalonde | Managing partner | 1 | — |
| Sylvain Brosseau | President and Chief Executive Officer | 4 | — |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Montrusco Bolton Investments | Montrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign. |  | Private Equity | Jan 08, 2026 |  |
| Brio | Brio Platform is a comprehensive LP (limited partner) management system designed specifically for alternative asset managers, including those managing private equity, venture capital, real estate, and multi-strategy funds. The platform provides a robust back-office solution and a modern investor portal, covering the entire LP managementlifecycle-from deal marketing and onboarding to compliance, capital calls, distributions, and reporting.Key Features | $2.2M | Seed | Apr 28, 2025 |  |
| Saranac Partners | Saranac Partners is a Private Office based in London offering clients partnership in their financial activities. The firm is owned by long-term strategic investors and staff and is led by a Managing Director and an Independent Board of Directors.Saranac Partners was launched in 2016 by a group of colleagues with a common objective of building anindependent private office, working with clients across their financial and business holdings.The firm combines extensive in-house expertise with strategic partnerships across key areas of financial services. Working with a powerful network of thought leaders, investors and advisors, it provides clients with the service and experience of a private family office combined with the resources, capabilities and reach of a global institution. The business has strategic shareholders, outstanding technology, broad capabilities and the highest standards of corporate governance.Saranac Partners offers clients advice, access and execution across a broad range of activities. The team advises on strategic issues concerning the planning, allocation and governance of capital as well as managing and overseeing investments on behalf of clients. The business has strong capability across both public and private markets. In addition, Saranac Partners provides clients with access to diverse sources of capital to support their financing requirements and works with business owners on their corporate interests and strategies. Saranac Partners consists of a diverse team of experienced professionals from leading institutions across the industry. It is a multi-disciplinary partnership bound together by a common ethos of putting clients at the centre of the firm. The business consists of 50 professionals based in London, led by an experienced management team and overseen by an independent Board. The Managing Partner, Tanvi Davda, leads the firm and is responsible for client activities. She has worked in a wide variety of roles across financial services for over 20 years. The Chief Operating Officer, Andrew Catterall, is a co-founder of Saranac Partners and brings more than 25 years of experience in investment management and management consulting to the firm.A founding partner, Michelle Witter is responsible for Strategic Business Development and was previously Head of Distribution within the Global Investments & Solutions Division of Barclays Wealth. Brent Seery is responsible for leading the Investment, Financing and Corporate Advisory teams. Brent joined from Barclays where he led the UHNW investment proposition. Simon Latham is the Finance Director of Saranac Partners and also supports the Private Capital proposition.Saranac Partners Limited is authorised and regulated by the Financial Conduct Authority |  | Private Equity | Mar 26, 2024 |  |
| Madryn Asset Management | Madryn Asset Management is a leading alternative asset management firm that invests in innovative healthcare companies specializing in unique and transformative products, technologies, and services. The firm draws on its extensive and diverse experience spanning the investment management and healthcare industries, and employs an independentresearch process based on original insights to target attractive economic opportunities that deliver strong risk-adjusted and absolute returns for its limited partners while creating long-term value in support of its portfolio companies. |  | Private Equity | Jan 30, 2024 |  |
| Validus Risk Management | Validus Risk Management is an independent technology-enabled financial services firm specializing in managing market risks such as FX, interest rates and commodities. Validus provide specialist expertise, market insight and dedicated resources to solve financial challenges such as how to deal with market risk exposures and how to structure andexecute optimal fund finance facilities. |  | Private Equity | May 14, 2020 |  |
| Quadra Capital Partner | Quadra Capital Partner engages in alternative investment strategies. They offer their investors a set of innovative and uncorrelated strategies, managed by experienced portfolio managers with proven track records via partnership agreements. |  | Private Equity |  |  |

6 of 6 investments shown.

## Co-investors
- [Brightspark Ventures](https://shizune.co/investors/profile/brightspark-ventures) — VC Fund, 1 deal together
- [Canso Investment Counsel](https://shizune.co/investors/profile/canso-investment-counsel) — VC Fund, 1 deal together
- [W Investments](https://shizune.co/investors/profile/w-investments) — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Foresight Group](https://shizune.co/investors/profile/foresight-group) — VC Fund
- [YFM Equity Partners](https://shizune.co/investors/profile/yfm-equity-partners) — VC Fund
- [Fondaction](https://shizune.co/investors/profile/fondaction) — VC Fund

## FAQ

### What does Walter Global Asset Management, Inc. invest in?

Walter Global Asset Management, Inc. invests primarily in Financial Services, Funding Platform and Wealth Management startups, most often at Private Equity and Seed stage. Most of the 6 investments tracked by Shizune back companies in United Kingdom. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Walter Global Asset Management, Inc.?

Public channels for Walter Global Asset Management, Inc. include LinkedIn and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Walter Global Asset Management, Inc.?

The team at Walter Global Asset Management, Inc. includes Julie Lalonde (Managing partner) and Sylvain Brosseau (President and Chief Executive Officer). The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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