The CANOPY CAPITAL GROUP is a privately held investment adviser that advises $1.32Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CANOPY CAPITAL GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 172.65% over the last 1-years.
The Group has been registered with the SEC for 1.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 237 LEXINGTON STREET SUITE 207, WOBURN, MASSACHUSETTS. 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 5 investment and 6 non-investment staff. The total number of Employees increased by 120% over the last 2-years.
Their $1.32Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 9 other accounts. Assets of Other Investment Advisers clients total $1.32Bn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Other Investment Advisers.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
CANOPY CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.