Multi-Family OfficeRIA · CRD 324812SEC-Registered

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Canopy Partners

Canopy Partners was founded in 2023 by Charles "Chuck" Stutenroth after three decades at U.S. Bank and Fifth Third Bank family-office units. The firm operates...

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Canopy Partners

Canopy Partners was founded in 2023 by Charles "Chuck" Stutenroth after three decades at U.S. Bank and Fifth Third Bank family-office units. The firm operates as an independent shared family office serving a select group of entrepreneurial families. No single family supplies the capital; instead the firm draws clients from prior institutional and private-wealth relationships. The firm allocates across private equity, real estate, private credit, hedge funds, infrastructure, and natural resources. It executes through fund commitments, co-investments, and direct holdings. Confirmed exposures include Partners Group Real Estate SEC and StepStone Real Estate Partners. Allocations target buyout and growth stages primarily in North America with additional exposure to global real-asset mandates. The investment committee, led by Christopher Baucom and Stutenroth, sources managers and monitors liquidity across public and private sleeves. Canopy maintains seven named partners and additional investment and operations staff. The team previously worked together at Ascent Private Capital Management. No additional offices are disclosed. Philanthropic vehicles connected to clients include the Jerry and Kathleen Grundhofer Foundation. Christopher Baucom served as Trustee of the Cincinnati Retirement System until at least 2023. The firm’s ownership is held by its partners rather than an external sponsor or bank parent. This structure removes product-distribution mandates and limits client intake to preserve service depth. Investment, estate, and operational decisions remain coordinated inside a single fiduciary entity.

General information

Firm type

Multi Family Office

Year founded

2023

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

Cincinnati, OH, United States

Principals

Charles "Chuck" Stutenroth

Managing Partner and Senior Investment Consultant

Christopher Baucom

Partner and Head of Investment Committee

Adam Uihlein

Partner and Senior Investment Consultant

Megan Parker

Partner and Director of Operations and Personal Services

Jessica Nielsen

Partner, Wealth Strategy, Philanthropy and Generational Well-Being

Scott Mahon

Partner, Wealth Strategy, Entrepreneurs & Risk Management

Lawrence Lesko

Partner, CFO Services and Data Analysis

Sector focus

Healthcare ServicesIndustrial TechMobility & TransportationSupply Chain & LogisticsAI/MLPrivate EquityReal EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at Canopy Partners?

Charles Stutenroth and Christopher Baucom co-lead the investment committee. Stutenroth serves as Managing Partner; Baucom heads the committee and oversees portfolio strategy and manager selection.

Is Canopy Partners structured as a single family office or multi-family office?

Canopy Partners operates as a multi-family office with a member-only model. It accepts a limited number of families rather than serving one primary family.

Does Canopy Partners participate in fund commitments or only direct deals?

The firm uses both fund commitments and co-investments. Holdings include Partners Group Real Estate SEC and StepStone Real Estate Partners.

What investment stages does Canopy Partners typically target?

Canopy targets buyout and growth equity stages alongside real-asset and credit strategies.

Where does the underlying wealth come from?

Clients are multigenerational entrepreneurial families and business owners. No single source family is publicly identified.

How is Canopy Partners related to prior firms founded by its principals?

Stutenroth previously founded Ascent Private Capital Management at U.S. Bank and Mirador Family Wealth Advisors at Fifth Third Bank. Several partners worked together at Ascent before joining Canopy.

Does Canopy Partners maintain philanthropic structures?

The firm advises on philanthropic planning. Client-related vehicles include the Jerry and Kathleen Grundhofer Foundation.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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