# Canopy Partners

Canopy Partners is a Multi Family Office based in Cincinnati, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2023
- **Assets under management:** 799 (Altss estimate)
- **Website:** canopyfamilyoffice.com
- **LinkedIn:** https://linkedin.com/company/canopyfamilyoffice

## Regulatory record

- **CRD number:** 324812
- **SEC file number:** 801-127366
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324812

## About

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.

## Sectors

- Healthcare Services
- Industrial Tech
- Mobility & Transportation
- Supply Chain & Logistics
- AI/ML
- Private Equity
- Real Estate
- Private Credit

## People

- 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

## 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.

### 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.

### 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.

## Related profiles

- [The ValCap Group](https://altss.com/profile/the-valcap-group-fishman-family-office)
- [FreeGulliver](https://altss.com/profile/freegulliver)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/canopy-partners

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