Investment adviser · CRD 156806

CANOPY INVESTMENT ADVISORS

Investment adviser filing (IA)

CANOPY INVESTMENT ADVISORS LLC

PLYMOUTH MEETING, PA, United States · Form ADV filed Apr 2, 2015

Regulatory AUM
$130M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Apr 2, 2015. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

630 WEST GERMANTOWN PIKE, SUITE 301
PLYMOUTH MEETING, PA, 19462, United States

CRD 156806

Filing source

Form ADV 905355 · Apr 2, 2015 · 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.