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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | D | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | D | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | D | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | C | Control |
| BLAKEY, MARGARET, STRAIT | I | PRINCIPAL AND IAR | C | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER AND IAR | C | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | C | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | C | Control |
| BLAKEY, MARGARET, STRAIT | I | MANAGING MEMBER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | PRINCIPAL/IAR/CHIEF COMPLIANCE OFFICER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/IAR/CHIEF COMPLIANCE OFFICER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BRADY, JACQUELINE, VALERIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MORRIS, BRENT, CAMERON | I | MEMBER | B | Control |
| MORRIS, BRENT, CAMERON | I | PRINCIPAL AND IAR | B | Control |
| MORRIS, BRENT, CAMERON | I | MEMBER AND IAR | B | Control |
| MORRIS, BRENT, CAMERON | I | MEMBER | B | Control |
| MORRIS, BRENT, CAMERON | I | MEMBER | B | Control |
Registrations
Federal
IA
Jul 17, 2012 REGISTERED
Notice Filings (2)
NY PA
Address
630 WEST GERMANTOWN PIKESUITE 301
PLYMOUTH MEETING, PA 19462
United States
Phone: 610-818-4652