SEC Form ADV

CANOPY PARTNERS

Registered Investment AdviserOH
$869.0M
Assets Under Management
412
Total Clients
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Registration Details

Accession
CRD-324812
Location
CINCINNATI, OH
Filing Date
March 19, 2026
AUM
$869.0M
Total Clients
412
Amendment
No

About this Adviser

CANOPY PARTNERS is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $869.0M in assets across 412 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.