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CANOPY CAPITAL GROUP
Legal name: GOLDENX COMPANY
CRD 326730File 801-133980
APPROVED
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.32B
Clients
9
285 accounts
Employees
11
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 28, 2025
- Principal office
- 237 LEXINGTON STREET, SUITE 207, WOBURN, MA, 01801
- Phone
- 781-222-3972
- Website
- http://www.canopycapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 285
- Non-discretionary accounts
- 0
- Total accounts
- 285
- AUM per client
- $146.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $1.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 6 | 9 | increased by3 |
| Apr 1, 2026 | AUM | $482,936,979 | $1,316,714,227 | increased by$833,777,248 |
| Apr 1, 2026 | Accounts | 99 | 285 | increased by186 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CANOPY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANOPY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.