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CANAL ROAD CAPITAL, LLC

MIAMI, FL · CRD 327488 · IAPD ↗ · canalroadgroup.com · 305-488-6000

$1.26BRegulatory AUM
9Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CANAL ROAD CAPITAL, LLC crossed $1B in regulatory AUM ($331.0M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2025 — CANAL ROAD CAPITAL, LLC reported RAUM up 231% ($100.0M -> $331.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CANAL ROAD CAPITAL, LLC now reports 1 private fund(s) ($231.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
35
July 2024 — CANAL ROAD CAPITAL, LLC moved its main office from MIAMI BEACH, FL to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — CANAL ROAD CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.