RIA Intelligence

GOLDENX COMPANY

Legal name: CANOPY CAPITAL GROUP

CRD #326730 SEC #801-133980 WINCHESTER, MA 781-222-3972
SEC Registered
Total AUM
$482.9M
Discretionary
$482.9M
Employees
9
Clients
--
Accounts
99

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2025
Branch Offices
0
LEI
2549005FBEH67G1AJA67

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FARIS, RAMZI, NMNICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, ERIC, JASONICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERD Control
GOLDEN, ERIC, JASONICHIEF EXECUTIVE OFFICERD Control
POSITIVE SUM CAPITAL II - QP LPDESHAREHOLDERB
POSITIVE SUM CAPITAL LPDESHAREHOLDERB
POSITIVE SUM CAPITAL LPDESHAREHOLDERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
POSITIVE SUM ADVISORS LLCDEPOSITIVE SUM CAPITAL LPF Control
O'SHAUGHNESSY, PATRICK, WALKERIPOSITIVE SUM ADVISORS LLCE Control
GREY STREET VENTURES LLCDEPOSITIVE SUM CAPITAL LPC Control

Registrations

Federal

IA
Jun 26, 2025 REGISTERED

Notice Filings (1)

MA

Address

28 CHURCH ST
SUITE 4
WINCHESTER, MA 01890
United States
Phone: 781-222-3972