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Canopy Partners, LLC

● SEC registered since 2023CRD 324812SEC# 801-127366Cincinnati, OH
Export (members)
Reg. AUM
$799.2M
Employees
8
Accounts
375
Location
Cincinnati, OH

Canopy Partners, LLC assets under management

Canopy Partners, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2023. It reports $799.2 million in regulatory assets under management and employs 8 people.
www.canopyfamilyoffice.comView on SEC.gov ↗

Canopy Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Charles Edward Stutenroth ControlOwner & Managing Partner25-50%2023
Christopher Lee Baucom ControlOwner & Partner25-50%2023
Patrick Daniel HayesChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Canopy Partners, LLC manage?

Canopy Partners, LLC reports $799.2 million in regulatory assets under management on its Form ADV.

How many employees does Canopy Partners, LLC have?

Canopy Partners, LLC reports 8 employees.

Where is Canopy Partners, LLC located?

Canopy Partners, LLC is based in Cincinnati, OH and has been SEC-registered since 2023.

Does Canopy Partners, LLC disclose fund performance?

Canopy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3825 Edwards Road, Suite 420, Cincinnati, OH 45209
Phone513-766-3770
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$766.9M
Non-discretionary$32.3M
Total (RAUM)$799.2M