Investment adviser · CRD 326730
CANOPY CAPITAL GROUP
Investment adviser filing (IA)
GOLDENX COMPANY
WOBURN, MA, United States · Form ADV filed Mar 28, 2026
- Regulatory AUM
- $1.32B Form ADV · Item 5.F
- Client accounts
- 285 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 9 | $1,316,714,227 | 100.0% |
Filing source
Form ADV 2081302 · Mar 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
237 LEXINGTON STREET, SUITE 207WOBURN, MA, 01801, United States
CRD 326730
Filing source
Form ADV 2081302 · Mar 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.