CANOPY PARTNERS, LLC
Legal name: CANOPY PARTNERS
CRD #324812 SEC #801-127366 CINCINNATI, OH 513-766-3770
SEC Registered
Total AUM
$799.2M
Discretionary
$766.9M
Employees
8
Clients
10
Accounts
375
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $799.2M | $766.9M | $32.3M | 8 | 0 |
| Mar 2025 | $799.2M | $766.9M | $32.3M | 8 | 0 |
| Jul 2024 | $596.8M | $573.4M | $23.4M | 7 | 0 |
| Mar 2024 | $596.8M | $573.4M | $23.4M | 7 | 0 |
| Feb 2024 | $104.8M | $77.1M | $27.7M | 4 | 0 |
| Dec 2023 | $104.8M | $77.1M | $27.7M | 4 | 0 |
| Nov 2023 | $104.8M | $77.1M | $27.7M | 4 | 0 |
| Jun 2023 | $104.8M | $77.1M | $27.7M | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$799.2M
Discretionary$766.9M
Non-Disc.$32.3M
Employees8
Clients0
DateMar 2025
Total AUM$799.2M
Discretionary$766.9M
Non-Disc.$32.3M
Employees8
Clients0
DateJul 2024
Total AUM$596.8M
Discretionary$573.4M
Non-Disc.$23.4M
Employees7
Clients0
DateMar 2024
Total AUM$596.8M
Discretionary$573.4M
Non-Disc.$23.4M
Employees7
Clients0
DateFeb 2024
Total AUM$104.8M
Discretionary$77.1M
Non-Disc.$27.7M
Employees4
Clients0
DateDec 2023
Total AUM$104.8M
Discretionary$77.1M
Non-Disc.$27.7M
Employees4
Clients0
DateNov 2023
Total AUM$104.8M
Discretionary$77.1M
Non-Disc.$27.7M
Employees4
Clients0
DateJun 2023
Total AUM$104.8M
Discretionary$77.1M
Non-Disc.$27.7M
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0