Canopy Capital Group
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 326730
- Registered since
- July 28, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Canopy Capital Group is a corporation registered with the SEC in 2025 that operates as an institutional registered investment adviser. The firm’s client focus is institutional investors and it charges fees as a percentage of assets under management. Ownership is a mix of a domestic entity and an individual. According to firm disclosures, Canopy is not a capital allocator, does not market itself as an ESG investor, does not operate across multiple states, and does not describe itself as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds86%
- US Government Bonds9%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Kevin Bush
CTOCRD 7899895
Eric Golden
Founder & CEOCRD 7745099
Ramzi Faris
Chief Operating OfficerCRD 6070218
Contacts
2 of 2
Trevor Dean
Head of Sales and Relationship ManagementCRD 4444389
Matthew Villa
ComplianceCRD 2481457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woburn, MA
Middlesex
Location
Woburn, MA
Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 237 Lexington St
- Time zone
- ET (UTC-5)
- Office locations
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