Member · Canopy Capital Group
Patrick W. O'Shaughnessy
CRD 5457732 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Canopy Capital Group, an SEC-registered asset manager based in Woburn, MA with $1.3 billion in regulatory assets, lists Patrick W. O'Shaughnessy on its Form ADV as Member, a control person. The SEC filings also name Patrick at 1 other registered adviser.
Firms and roles
- Canopy Capital GroupMemberAsset manager · Woburn, MA · $1.3B in regulatory assets
- O'shaughnessy Asset Management, LLCChairman EmeritusWealth manager · Stamford, CT · $20B in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Eric J. GoldenChief Executive Officer, Canopy Capital Group
- Ramzi N. FarisChief Operating Officer, Canopy Capital Group
- Matthew S. VillaChief Compliance Officer, Canopy Capital Group
- Christopher S. LovelessPresident/principal, O'shaughnessy Asset Management, LLC
- Raymond N. Amoroso IIIChief Compliance Officer/principal, O'shaughnessy Asset Management, LLC
10 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.