|
⚲
|
| Canopy Partners LLC
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|
|
|---|---|
| CRD # | 324812 |
| SEC # | 801-127366 |
| CIK # | 0002013796, 0001960860 |
| AUM | $799.2 M (2025-07-10) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 513-766-3770 |
| Address | 3825 Edwards Road Cincinnati, OH 45209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.5 | ||
| Apple Inc | 11.0 | ||
| Amazon Com Inc | 7.9 | ||
| Nvidia Corp | 7.6 | ||
| Alphabet Inc | 6.4 | ||
| Facebook Inc | 6.1 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Kroger Co | 3.1 | ||
| VISA Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 799.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 375 | 799.2 |
| By Discretionary | ||
| Discretionary | 365 | 766.9 |
| Non-Discretionary | 10 | 32.3 |
| Total | 375 | 799.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.2 | |
| Total | 375 | 799.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001960860] | |
| D | [0001960860] | |
| D | [0002013796] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthtrust Axiom LLC
✚
|
PA | 0.8 |
|
Claris Advisors LLC
✚
|
MO | 0.8 |
|
Teamwork Financial Advisors LLC
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TX | 0.8 |
|
Fortis Group Advisors LLC
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NJ | 0.8 |
|
Vaquero Private Wealth Ltd
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|
TX | 0.8 |
|
Berthel Fisher & Company Financial Services Inc
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|
IA | 0.8 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.8 |
|
Stablepoint Partners LLC
✚
|
MA | 0.8 |
|
Perryman Financial Advisory Inc
✚
|
TX | 0.8 |
|
Occidental Asset Management LLC
✚
|
CA | 0.8 |