CENTERHARBOR CANAPI VENTURES INVESTMENT ADVISOR LLP

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
298958
Registered since
April 25, 2019
Website
canapi.com

Firm profile

FINTRX

Overview

Centerharbor Canapi Ventures Investment Advisor LLP is a fund-focused manager that operates as sponsor, general partner and managing member of pooled investment vehicles. The firm is organized as a limited liability partnership and has been SEC-registered since 2019. Its principal activity is running venture capital-style funds rather than acting as a traditional advisory firm with retail advisory accounts. The adviser is not flagged as an active ESG investor and is not designated as a capital allocator in the available profile, which reinforces that its role is concentrated on fund management and private-company equity deployment. Centerharbor Canapi Ventures positions itself around pooled-vehicle structures; that legal and operational setup implies primary responsibilities in deal sourcing, due diligence, portfolio construction and LP reporting typical of a GP. Public client-facing advisory services and fee schedule details are not listed, which aligns with its profile as a manager of private funds rather than a typical registered investment adviser with individual advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Sara Shackelford

    Chief Financial OfficerCRD 7245056

  • JAMES MAHAN

    Chairman and Chief Executive OfficerCRD 6460618

Contacts

3 of 3
  • NEIL UNDERWOOD

    Co-Founder and General PartnerCRD 7081733

  • WALKER FOREHAND

    PresidentCRD 7024289

  • EUGENE LUDWIG

    Managing PartnerCRD 4787320

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1700 Pennsylvania Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth