The CANVAS WEALTH ADVISORS is a privately held investment adviser that advises $1.2Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. CANVAS WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 307.07% over the last 5-years.
The Group has been registered with the SEC for 6.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6136 NIEMAN ROAD, SHAWNEE MISSION, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 10 investment and 1 non-investment staff. The total number of Employees increased by 83.33% over the last 5-years.
Their $1.2Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $736.31mn or 61.55% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $267.03mn or 22.32% of Total Assets.
The Group's top investment strategies include Multi Strat, Traditional LBO and Infrastructure, representing 95.5%, 4.5% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 9 private funds with $267.03mn in assets.
The Group discloses fixed fees and management fees.
CANVAS WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.