Overview
Assets Under Management: $464 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 7
Average Client Assets: $5.9 million
Frequently Asked Questions
CH GLOBAL CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283431), CH GLOBAL CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CH GLOBAL CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
CH GLOBAL CAPITAL MANAGEMENT, LLC serves 7 high-net-worth clients according to their SEC filing dated December 03, 2024. View client details ↓
According to their SEC Form ADV, CH GLOBAL CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CH GLOBAL CAPITAL MANAGEMENT, LLC manages $464 million in client assets according to their SEC filing dated December 03, 2024.
According to their SEC Form ADV, CH GLOBAL CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.97%
Average Client Assets: $5.9 million
Total Client Accounts: 33
Discretionary Accounts: 17
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 283431
Filing ID: 1917749
Last Filing Date: 2024-12-03 15:41:00