CANOPY PARTNERS, LLC
Doing business as CANOPY PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$869,015,092
Discretionary
$836,266,161
Non-discretionary
$32,748,931
Firm details
- CRD number
- 324812
- SEC file number
- 801-127366
- Main office
- CINCINNATI, OH, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.