CANOPY INVESTMENT ADVISORS LLC
Legal name: CANOPY INVESTMENT ADVISORS
CRD #156806 SEC #801-72207 PLYMOUTH MEETING, PA 610-818-4652
SEC Registered Private Funds
Total AUM
$410.3M
Discretionary
$410.3M
Employees
1
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $129.6M | $0 | $129.6M | 6 | 1 |
| Mar 2014 | $214.8M | $0 | $214.8M | 6 | 1 |
| Mar 2013 | $320.2M | $0 | $320.2M | 6 | 1 |
| Jul 2012 | $410.3M | $410.3M | $0 | 1 | 1 |
| Apr 2012 | $410.3M | $410.3M | $0 | 1 | 1 |
| Mar 2012 | $410.3M | $410.3M | $0 | 1 | 1 |
| Jun 2011 | $569.7M | $569.7M | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $789M | $789M | $0 | 5 | -- |
DateApr 2015
Total AUM$129.6M
Discretionary$0
Non-Disc.$129.6M
Employees6
Clients1
DateMar 2014
Total AUM$214.8M
Discretionary$0
Non-Disc.$214.8M
Employees6
Clients1
DateMar 2013
Total AUM$320.2M
Discretionary$0
Non-Disc.$320.2M
Employees6
Clients1
DateJul 2012
Total AUM$410.3M
Discretionary$410.3M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$410.3M
Discretionary$410.3M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$410.3M
Discretionary$410.3M
Non-Disc.$0
Employees1
Clients1
DateJun 2011
Total AUM$569.7M
Discretionary$569.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$789M
Discretionary$789M
Non-Disc.$0
Employees5
Clients--