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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| RED HORSE CAPITAL | DE | OWNER | E | Control |
| RED HORSE CAPITAL | DE | OWNER | E | Control |
| RED HORSE CAPITAL | DE | OWNER | E | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| BAUCOM, CHRISTOPHER, LEE | I | OWNER & PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| STUTENROTH, CHARLES, EDWARD | I | OWNER & MANAGING PARTNER | C | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| Mahon, Scott, Joseph | I | OWNER & PARTNER | B | Control |
| STONE, JUSTIN, JAN | I | OWNER | B | |
| STONE, JUSTIN, JAN | I | OWNER | B | |
| STONE, JUSTIN, JAN | I | OWNER | B | |
| STONE, JUSTIN, JAN | I | OWNER & PARTNER | B | |
| STONE, JUSTIN, JAN | I | OWNER & PARTNER | B | Control |
Registrations
Federal
IA
Jul 10, 2025 REGISTERED
Notice Filings (1)
OH
Address
3825 EDWARDS ROADSUITE 420
CINCINNATI, OH 45209
United States
Phone: 513-766-3770