Also known as Canopy
Canopy Partners is a multi-family office based in Cincinnati, Ohio. Established in 2023, the firm also provides investment advisory services. The firm serves wealthy families with complex financial needs, offering investment, financial, administrative, and lifestyle services. The assets of the firm are managed by the executive team.
Public regulatory records matched to Canopy Partners from SEC and IRS filings.
Public filings matched to Canopy Partners across SEC, IRS, DOL and international registers — newest first.
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Canopy Partners is a multi family office (mfo) based in Cincinnati, United States, managing approximately $600M in assets.
Canopy Partners is headquartered in Cincinnati, United States.
Canopy Partners manages approximately $600M in assets under management.
Canopy Partners was founded in 2023.
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