CANOPY CAPITAL GROUP

Overview

Canopy Capital Group is a corporate registered investment adviser that structures its business around institutional mandates and fee-for-service relationships calculated as a percentage of assets under management. The firm runs a concentrated, discretionary platform: it manages $1.32B in client assets and appears to focus its portfolio construction on fixed-income strategies, particularly municipal (state and local) bonds. That fixed-income tilt shapes portfolio duration, credit research and tax-aware deployment across client accounts. The firm does not position itself as an ESG-driven investor and is not set up as a multi-state adviser or a pension consultant. Canopy Capital Group does not act as a capital allocator in the sense of committing balance sheet capital to direct sponsor deals; instead, it uses third-party fund managers to access nontraditional strategies and external managers for alternative exposures. Its client base is institutional, which helps explain the heavy emphasis on tax-sensitive and yield-oriented holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices